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 Q2	$11.7M	Buy	301,701 +5,609	+2%	+$210K	5.54%	4
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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 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

RCS Financial Planning's DFSV Position: Q2 2026 in Review

RCS Financial Planning increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.9% in Q2 2026, buying an estimated $210K and bringing the position to 301,701 shares worth $11.7M. The position accounts for 5.54% of the portfolio, ranked #4.

RCS Financial Planning first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

RCS Financial Planning held 301,701 shares of Dimensional US Small Cap Value ETF worth $11.7M as of Q2 2026.
RCS Financial Planning bought 5,609 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $210K.
Dimensional US Small Cap Value ETF made up 5.54% of RCS Financial Planning's portfolio in Q2 2026, its #4 holding.
RCS Financial Planning first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.