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
Q2 		$262K Buy
6,764
+11
+0.2% +$411 0.05% 149
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 $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

Rialto Wealth Management's DFSV Position: Q2 2026 in Review

Rialto Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.16% in Q2 2026, buying an estimated $411 and bringing the position to 6,764 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #149.

Rialto Wealth Management first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Rialto Wealth Management held 6,764 shares of Dimensional US Small Cap Value ETF worth $262K as of Q2 2026.
  • Rialto Wealth Management bought 11 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $411.
  • Dimensional US Small Cap Value ETF made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Rialto Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Dimensional US Small Cap Value ETF position peaked at $281K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.