RCAG
DFSV

Rehmann Capital Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Rehmann Capital Advisory Group’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 		$2.99M Sell
77,202
-398
-0.5% -$14.9K 0.14% 117
2026
Q1 		$2.72M Buy
77,600
+1,942
+3% +$68.6K 0.14% 112
2025
Q4 		$2.49M Sell
75,658
-1,911
-2% -$61.5K 0.13% 116
2025
Q3 		$2.47M Buy
77,569
+5,309
+7% +$166K 0.14% 114
2025
Q2 		$2.13M Sell
72,260
-1,663
-2% -$46K 0.13% 119
2025
Q1 		$2.08M Buy
73,923
+5,958
+9% +$180K 0.13% 123
2024
Q4 		$2.09M Buy
67,965
+2,827
+4% +$89.5K 0.13% 120
2024
Q3 		$2.08M Buy
65,138
+8,565
+15% +$257K 0.14% 121
2024
Q2 		$1.63M Buy
56,573
+6,798
+14% +$197K 0.12% 144
2024
Q1 		$1.5M Buy
49,775
+20,458
+70% +$583K 0.11% 146
2023
Q4 		$854K Sell
29,317
-4,930
-14% -$128K 0.07% 212
2023
Q3 		$868K Buy
34,247
+2,028
+6% +$53.5K 0.08% 191
2023
Q2 		$828K Buy
32,219
+19,386
+151% +$474K 0.07% 213
2023
Q1 		$320K Buy
+12,833
New +$336K 0.03% 403

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 $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

Rehmann Capital Advisory Group's DFSV Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.51% in Q2 2026, selling an estimated $14.9K and leaving 77,202 shares worth $2.99M. The position accounts for 0.14% of the portfolio, ranked #117.

Rehmann Capital Advisory Group first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Rehmann Capital Advisory Group held 77,202 shares of Dimensional US Small Cap Value ETF worth $2.99M as of Q2 2026.
  • Rehmann Capital Advisory Group sold 398 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $14.9K.
  • Dimensional US Small Cap Value ETF made up 0.14% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Rehmann Capital Advisory Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.