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

Revolve Wealth Partners’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	$1.88M	Buy	48,571 +16,419	+51%	+$614K	0.2%	75
2026 Q1	$1.13M	Sell	32,152 -4,869	-13%	-$172K	0.15%	79
2025 Q4	$1.22M	Sell	37,021 -1,865	-5%	-$60K	0.14%	80
2025 Q3	$1.24M	Sell	38,886 -1,297	-3%	-$40.5K	0.15%	75
2025 Q2	$1.18M	Buy	40,183 +17,823	+80%	+$493K	0.15%	75
2025 Q1	$629K	Hold	22,360	–	–	0.09%	99
2024 Q4	$688K	Hold	22,360	–	–	0.1%	94
2024 Q3	$689K	Hold	22,360	–	–	0.11%	91
2024 Q2	$644K	Hold	22,360	–	–	0.11%	89
2024 Q1	$673K	Buy	22,360 +190	+0.9%	+$5.42K	0.12%	86
2023 Q4	$646K	Hold	22,170	–	–	0.13%	77
2023 Q3	$562K	Hold	22,170	–	–	0.13%	80
2023 Q2	$570K	Buy	+22,170	New	+$542K	0.13%	75

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return