RK
DFSV

Rather & Kittrell’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Rather & Kittrell’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 		$27.9M Buy
719,089
+28,489
+4% +$1.06M 3.9% 9
2026
Q1 		$24.2M Buy
690,600
+9,391
+1% +$332K 3.73% 9
2025
Q4 		$22.4M Buy
681,209
+33,608
+5% +$1.08M 3.61% 10
2025
Q3 		$20.6M Buy
647,601
+64,504
+11% +$2.02M 3.61% 10
2025
Q2 		$17.2M Buy
583,097
+64,031
+12% +$1.77M 3.4% 12
2025
Q1 		$14.6M Buy
519,066
+72,344
+16% +$2.19M 3.17% 12
2024
Q4 		$13.8M Buy
446,722
+25,223
+6% +$799K 3.23% 12
2024
Q3 		$13M Buy
421,499
+34,284
+9% +$1.03M 3.18% 13
2024
Q2 		$11.1M Buy
387,215
+61,262
+19% +$1.78M 3.07% 12
2024
Q1 		$9.81M Buy
325,953
+51,715
+19% +$1.47M 2.93% 11
2023
Q4 		$7.99M Buy
274,238
+49,619
+22% +$1.29M 2.79% 11
2023
Q3 		$5.69M Buy
224,619
+30,689
+16% +$810K 2.3% 12
2023
Q2 		$4.98M Buy
193,930
+35,610
+22% +$871K 2.08% 12
2023
Q1 		$3.95M Buy
158,320
+49,900
+46% +$1.31M 1.79% 13
2022
Q4 		$2.69M Buy
108,420
+82,714
+322% +$2.05M 1.43% 16
2022
Q3 		$560K Buy
25,706
+10,317
+67% +$247K 0.59% 37
2022
Q2 		$347K Buy
+15,389
New +$376K 0.38% 43

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 $77.5B AUM 28.19% 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

Rather & Kittrell's DFSV Position: Q2 2026 in Review

Rather & Kittrell increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.1% in Q2 2026, buying an estimated $1.06M and bringing the position to 719,089 shares worth $27.9M. The position accounts for 3.9% of the portfolio, ranked #9.

Rather & Kittrell first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Rather & Kittrell held 719,089 shares of Dimensional US Small Cap Value ETF worth $27.9M as of Q2 2026.
  • Rather & Kittrell bought 28,489 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.06M.
  • Dimensional US Small Cap Value ETF made up 3.9% of Rather & Kittrell's portfolio in Q2 2026, its #9 holding.
  • Rather & Kittrell first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.