RW
DFSV

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

REDW Wealth’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 		$855K Sell
24,406
-304
-1% -$10.7K 0.34% 51
2025
Q4 		$813K Sell
24,710
-94
-0.4% -$3.02K 0.31% 54
2025
Q3 		$790K Sell
24,804
-3,898
-14% -$122K 0.3% 52
2025
Q2 		$845K Buy
28,702
+582
+2% +$16.1K 0.34% 47
2025
Q1 		$792K Sell
28,120
-1,973
-7% -$59.7K 0.29% 49
2024
Q4 		$926K Sell
30,093
-30,852
-51% -$977K 0.32% 49
2024
Q3 		$1.88M Sell
60,945
-12,440
-17% -$373K 0.48% 35
2024
Q2 		$2.11M Buy
73,385
+51,994
+243% +$1.51M 0.55% 32
2024
Q1 		$644K Buy
+21,391
New +$610K 0.17% 72

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 $70.5B 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