RIM
DFSV

Rockbridge Investment Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Rockbridge Investment 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 		$236K Hold
6,747
– – 0.02% 132
2025
Q4 		$222K Hold
6,747
– – 0.02% 131
2025
Q3 		$215K Buy
+6,747
New +$211K 0.02% 131
2025
Q1 		– Sell
-6,747
Closed -$208K – 133
2024
Q4 		$208K Hold
6,747
– – 0.03% 129
2024
Q3 		$208K Buy
+6,747
New +$202K 0.03% 125
2024
Q2 		– Sell
-6,747
Closed -$203K – 121
2024
Q1 		$203K Sell
6,747
-555
-8% -$15.8K 0.03% 117
2023
Q4 		$213K Buy
+7,302
New +$189K 0.03% 111
2022
Q3 		– Sell
-6,902
Closed -$156K – 227
2022
Q2 		$156K Buy
+6,902
New +$169K 0.03% 118

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 $70.5B 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