PMIM
DFSV

Prudent Man Investment Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Prudent Man Investment Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577K Sell
17,539
-12
-0.1% -$449 0.2% 15
2026
Q1 		$577K Hold
17,551
– – 0.19% 15
2025
Q4 		$577K Buy
17,551
+3,315
+23% +$107K 0.19% 15
2025
Q3 		$438K Sell
14,236
-41
-0.3% -$1.28K 0.24% 16
2025
Q2 		$439K Hold
14,277
– – 0.24% 16
2025
Q1 		$439K Hold
14,277
– – 0.24% 16
2024
Q4 		$439K Buy
+14,277
New +$452K 0.24% 16

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Prudent Man Investment Management's DFSV Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.07% in Q2 2026, selling an estimated $449 and leaving 17,539 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #15.

Prudent Man Investment Management first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $577K in Q1 2026. 319 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Prudent Man Investment Management held 17,539 shares of Dimensional US Small Cap Value ETF worth $577K as of Q2 2026.
  • Prudent Man Investment Management sold 12 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $449.
  • Dimensional US Small Cap Value ETF made up 0.2% of Prudent Man Investment Management's portfolio in Q2 2026, its #15 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Small Cap Value ETF position peaked at $577K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.