QHA
DFSV

Quarry Hill Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Quarry Hill 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 		$2.56M Sell
65,956
-731
-1% -$27.3K 0.98% 21
2026
Q1 		$2.47M Buy
66,687
+2,563
+4% +$90.6K 1.02% 21
2025
Q4 		$2.11M Sell
64,124
-1,336
-2% -$43K 0.98% 21
2025
Q3 		$2.08M Sell
65,460
-602
-0.9% -$18.8K 1.07% 20
2025
Q2 		$1.94M Buy
66,062
+37,018
+127% +$1.02M 1.13% 19
2025
Q1 		$818K Sell
29,044
-212
-0.7% -$6.42K 0.53% 29
2024
Q4 		$901K Sell
29,256
-1,865
-6% -$59.1K 0.61% 26
2024
Q3 		$959K Buy
31,121
+829
+3% +$24.8K 0.64% 27
2024
Q2 		$872K Sell
30,292
-2,695
-8% -$78.2K 0.58% 27
2024
Q1 		$993K Buy
32,987
+10,971
+50% +$313K 0.73% 24
2023
Q4 		$641K Buy
22,016
+9,282
+73% +$241K 0.52% 26
2023
Q3 		$323K Hold
12,734
– – 0.3% 35
2023
Q2 		$327K Sell
12,734
-2,731
-18% -$66.8K 0.3% 35
2023
Q1 		$386K Buy
15,465
+3
+0% +$79 0.36% 31
2022
Q4 		$383K Buy
+15,462
New +$382K 0.39% 30

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Quarry Hill Advisors's DFSV Position: Q2 2026 in Review

Quarry Hill Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.1% in Q2 2026, selling an estimated $27.3K and leaving 65,956 shares worth $2.56M. The position accounts for 0.98% of the portfolio, ranked #21.

Quarry Hill Advisors first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Quarry Hill Advisors held 65,956 shares of Dimensional US Small Cap Value ETF worth $2.56M as of Q2 2026.
  • Quarry Hill Advisors sold 731 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $27.3K.
  • Dimensional US Small Cap Value ETF made up 0.98% of Quarry Hill Advisors's portfolio in Q2 2026, its #21 holding.
  • Quarry Hill Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.