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

Ritholtz 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	$158M	Buy	4,069,099 +211,591	+5%	+$7.91M	2.35%	9
2026 Q1	$135M	Buy	3,857,508 +239,097	+7%	+$8.45M	2.34%	9
2025 Q4	$119M	Buy	3,618,411 +168,712	+5%	+$5.43M	2.17%	12
2025 Q3	$110M	Buy	3,449,699 +238,872	+7%	+$7.46M	2.14%	13
2025 Q2	$94.5M	Buy	3,210,827 +758,884	+31%	+$21M	2.09%	13
2025 Q1	$69M	Buy	2,451,943 +342,866	+16%	+$10.4M	2.06%	9
2024 Q4	$64.9M	Buy	2,109,077 +78,559	+4%	+$2.49M	1.91%	13
2024 Q3	$62.5M	Buy	2,030,518 +71,175	+4%	+$2.13M	1.88%	13
2024 Q2	$56.4M	Buy	1,959,343 +24,269	+1%	+$704K	1.86%	13
2024 Q1	$58.2M	Buy	1,935,074 +53,204	+3%	+$1.52M	2.01%	13
2023 Q4	$54.8M	Buy	1,881,870 +59,074	+3%	+$1.53M	2.13%	11
2023 Q3	$46.2M	Buy	1,822,796 +103,404	+6%	+$2.73M	2.07%	10
2023 Q2	$44.2M	Buy	1,719,392 +143,621	+9%	+$3.51M	1.99%	12
2023 Q1	$39.3M	Buy	1,575,771 +32,892	+2%	+$862K	1.96%	12
2022 Q4	$38.2M	Buy	+1,542,879	New	+$38.1M	2.13%	11

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 5.5% in Q2 2026, buying an estimated $7.91M and bringing the position to 4,069,099 shares worth $158M. The position accounts for 2.35% of the portfolio, ranked #9.

Ritholtz Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Ritholtz Wealth Management held 4,069,099 shares of Dimensional US Small Cap Value ETF worth $158M as of Q2 2026.
Ritholtz Wealth Management bought 211,591 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $7.91M.
Dimensional US Small Cap Value ETF made up 2.35% of Ritholtz Wealth Management's portfolio in Q2 2026, its #9 holding.
Ritholtz Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.