RFP
DFSV

RCS Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

RCS Financial Planning’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
Q1 		$10.4M Buy
296,092
+2,716
+0.9% +$96K 5.38% 5
2025
Q4 		$9.65M Sell
293,376
-15,536
-5% -$500K 4.16% 6
2025
Q3 		$9.84M Buy
308,912
+2,973
+1% +$92.9K 4.36% 6
2025
Q2 		$9M Buy
305,939
+4,105
+1% +$114K 4.48% 6
2025
Q1 		$8.5M Buy
301,834
+8,430
+3% +$255K 4.48% 8
2024
Q4 		$9.03M Buy
293,404
+13,173
+5% +$417K 4.81% 6
2024
Q3 		$8.63M Buy
280,231
+1,740
+0.6% +$52.1K 4.79% 7
2024
Q2 		$8.01M Buy
278,491
+36,746
+15% +$1.07M 4.73% 7
2024
Q1 		$7.28M Buy
241,745
+8,001
+3% +$228K 4.48% 7
2023
Q4 		$6.81M Buy
233,744
+2,610
+1% +$67.7K 4.45% 5
2023
Q3 		$5.86M Buy
231,134
+19,599
+9% +$517K 4.47% 7
2023
Q2 		$5.44M Buy
211,535
+24,789
+13% +$606K 4.49% 7
2023
Q1 		$4.66M Buy
186,746
+8,027
+4% +$210K 4.13% 7
2022
Q4 		$4.43M Buy
+178,719
New +$4.42M 4.3% 6

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RCS Financial Planning's DFSV Position: Q1 2026 in Review

RCS Financial Planning increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.93% in Q1 2026, buying an estimated $96K and bringing the position to 296,092 shares worth $10.4M. The position accounts for 5.38% of the portfolio, ranked #5.

RCS Financial Planning first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • RCS Financial Planning held 296,092 shares of Dimensional US Small Cap Value ETF worth $10.4M as of Q1 2026.
  • RCS Financial Planning bought 2,716 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $96K.
  • Dimensional US Small Cap Value ETF made up 5.38% of RCS Financial Planning's portfolio in Q1 2026, its #5 holding.
  • RCS Financial Planning first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.