RWM
DFSV

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

Rockwood 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 		$2.2M Buy
56,797
+5,178
+10% +$194K 0.14% 32
2026
Q1 		$1.81M Buy
51,619
+2,600
+5% +$91.9K 0.13% 31
2025
Q4 		$1.61M Buy
49,019
+2,287
+5% +$73.6K 0.12% 35
2025
Q3 		$1.49M Buy
46,732
+6,519
+16% +$204K 0.12% 37
2025
Q2 		$1.18M Buy
40,213
+7,123
+22% +$197K 0.1% 42
2025
Q1 		$931K Buy
33,090
+10,840
+49% +$328K 0.09% 39
2024
Q4 		$682K Hold
22,250
– – 0.07% 45
2024
Q3 		$685K Buy
22,250
+2,821
+15% +$84.5K 0.08% 44
2024
Q2 		$559K Sell
19,429
-629
-3% -$18.3K 0.07% 49
2024
Q1 		$604K Buy
20,058
+6,627
+49% +$189K 0.08% 40
2023
Q4 		$391K Buy
+13,431
New +$349K 0.06% 55

Other funds holding DFSV

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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

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

Rockwood Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 10% in Q2 2026, buying an estimated $194K and bringing the position to 56,797 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #32.

Rockwood Wealth Management first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Rockwood Wealth Management held 56,797 shares of Dimensional US Small Cap Value ETF worth $2.2M as of Q2 2026.
  • Rockwood Wealth Management bought 5,178 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $194K.
  • Dimensional US Small Cap Value ETF made up 0.14% of Rockwood Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Rockwood Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.