Redmont Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$452K	Buy	13,733 +518	+4%	+$16.7K	0.68%	42
2025 Q3	$421K	Buy	13,215 +2,107	+19%	+$65.8K	0.59%	49
2025 Q2	$327K	Buy	11,108 +503	+5%	+$13.9K	0.48%	53
2025 Q1	$299K	Sell	10,605 -8,222	-44%	-$249K	0.58%	48
2024 Q4	$579K	Sell	18,827 -285	-1%	-$9.02K	1%	25
2024 Q3	$589K	Buy	19,112 +6,964	+57%	+$209K	0.91%	28
2024 Q2	$350K	Buy	+12,148	New	+$353K	0.55%	50

Other funds holding DFSV

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Redmont Wealth Advisors's DFSV Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.9% in Q4 2025, buying an estimated $16.7K and bringing the position to 13,733 shares worth $452K. The position accounts for 0.68% of the portfolio, ranked #42.

Redmont Wealth Advisors first reported a position in DFSV in Q2 2024 and has held it in 7 quarters since. The position peaked at $589K in Q3 2024. 524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

Redmont Wealth Advisors held 13,733 shares of Dimensional US Small Cap Value ETF worth $452K as of Q4 2025.
Redmont Wealth Advisors bought 518 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $16.7K.
Dimensional US Small Cap Value ETF made up 0.68% of Redmont Wealth Advisors's portfolio in Q4 2025, its #42 holding.
Redmont Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
Redmont Wealth Advisors's Dimensional US Small Cap Value ETF position peaked at $589K in Q3 2024.
524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.