RIAS
DFSV

Rachor Investment Advisory Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Rachor Investment Advisory Services’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 		$120K Buy
3,098
+478
+18% +$17.9K 0.06% 35
2026
Q1 		$91.8K Buy
+2,620
New +$92.6K 0.05% 46

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 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Rachor Investment Advisory Services's DFSV Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its Dimensional US Small Cap Value ETF (DFSV) stake by 18% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,098 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #35.

Rachor Investment Advisory Services first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Rachor Investment Advisory Services held 3,098 shares of Dimensional US Small Cap Value ETF worth $120K as of Q2 2026.
  • Rachor Investment Advisory Services bought 478 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $17.9K.
  • Dimensional US Small Cap Value ETF made up 0.06% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Rachor Investment Advisory Services first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.