QFA
DFSV

Quantum Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Quantum Financial Advisors’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 		$4.42M Buy
113,826
+6,779
+6% +$253K 0.44% 39
2026
Q1 		$3.75M Sell
107,047
-19,400
-15% -$686K 0.42% 40
2025
Q4 		$4.16M Buy
126,447
+11,898
+10% +$383K 0.47% 40
2025
Q3 		$3.65M Buy
114,549
+681
+0.6% +$21.3K 0.44% 39
2025
Q2 		$3.35M Buy
113,868
+25,058
+28% +$694K 0.45% 41
2025
Q1 		$2.5M Sell
88,810
-21,820
-20% -$660K 0.37% 46
2024
Q4 		$3.41M Buy
110,630
+29,983
+37% +$949K 0.52% 33
2024
Q3 		$2.48M Buy
80,647
+12,552
+18% +$376K 0.39% 41
2024
Q2 		$1.96M Buy
68,095
+3,280
+5% +$95.2K 0.34% 47
2024
Q1 		$1.95M Buy
+64,815
New +$1.85M 0.36% 46

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Quantum Financial Advisors's DFSV Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 6.3% in Q2 2026, buying an estimated $253K and bringing the position to 113,826 shares worth $4.42M. The position accounts for 0.44% of the portfolio, ranked #39.

Quantum Financial Advisors first reported a position in DFSV in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Quantum Financial Advisors held 113,826 shares of Dimensional US Small Cap Value ETF worth $4.42M as of Q2 2026.
  • Quantum Financial Advisors bought 6,779 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $253K.
  • Dimensional US Small Cap Value ETF made up 0.44% of Quantum Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Quantum Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.