RWM
DFSV

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

Rialto Wealth Management’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 		$237K Sell
6,753
-458
-6% -$16.2K 0.05% 141
2025
Q4 		$237K Sell
7,211
-109
-1% -$3.51K 0.06% 147
2025
Q3 		$233K Sell
7,320
-178
-2% -$5.56K 0.06% 141
2025
Q2 		$221K Sell
7,498
-231
-3% -$6.4K 0.06% 143
2025
Q1 		$218K Sell
7,729
-1,413
-15% -$42.8K 0.07% 144
2024
Q4 		$281K Buy
+9,142
New +$289K 0.09% 125

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 $70.8B 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

Rialto Wealth Management's DFSV Position: Q1 2026 in Review

Rialto Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.4% in Q1 2026, selling an estimated $16.2K and leaving 6,753 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #141.

Rialto Wealth Management first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $281K in Q4 2024. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Rialto Wealth Management held 6,753 shares of Dimensional US Small Cap Value ETF worth $237K as of Q1 2026.
  • Rialto Wealth Management sold 458 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $16.2K.
  • Dimensional US Small Cap Value ETF made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Rialto Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Dimensional US Small Cap Value ETF position peaked at $281K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.