RIP
DFSV

RAM Investment Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

RAM Investment Partners’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 		$3.53M Buy
90,944
+10,177
+13% +$380K 0.56% 21
2026
Q1 		$2.83M Buy
80,767
+35,039
+77% +$1.24M 0.5% 23
2025
Q4 		$1.5M Buy
45,728
+19,650
+75% +$632K 0.27% 32
2025
Q3 		$830K Buy
26,078
+7,710
+42% +$241K 0.16% 44
2025
Q2 		$541K Buy
18,368
+9,017
+96% +$250K 0.11% 54
2025
Q1 		$263K Hold
9,351
– – 0.07% 76
2024
Q4 		$288K Buy
9,351
+1,061
+13% +$33.6K 0.07% 73
2024
Q3 		$255K Buy
8,290
+100
+1% +$3K 0.07% 73
2024
Q2 		$236K Buy
8,190
+954
+13% +$27.7K 0.07% 69
2024
Q1 		$218K Hold
7,236
– – 0.07% 79
2023
Q4 		$211K Buy
+7,236
New +$188K 0.07% 63

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

RAM Investment Partners's DFSV Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 13% in Q2 2026, buying an estimated $380K and bringing the position to 90,944 shares worth $3.53M. The position accounts for 0.56% of the portfolio, ranked #21.

RAM Investment Partners first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • RAM Investment Partners held 90,944 shares of Dimensional US Small Cap Value ETF worth $3.53M as of Q2 2026.
  • RAM Investment Partners bought 10,177 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $380K.
  • Dimensional US Small Cap Value ETF made up 0.56% of RAM Investment Partners's portfolio in Q2 2026, its #21 holding.
  • RAM Investment Partners first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.