Royal Bank of Canada
DFSV

Royal Bank of Canada’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Royal Bank of Canada’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 		$23.6M Buy
674,902
+126,376
+23% +$4.47M ﹤0.01% 1338
2025
Q4 		$18M Buy
548,526
+16,858
+3% +$542K ﹤0.01% 1570
2025
Q3 		$16.9M Sell
531,668
-7,874
-1% -$246K ﹤0.01% 1779
2025
Q2 		$15.9M Buy
539,542
+49,962
+10% +$1.38M ﹤0.01% 1695
2025
Q1 		$13.8M Buy
489,580
+106,143
+28% +$3.21M ﹤0.01% 1556
2024
Q4 		$11.8M Buy
383,437
+36,503
+11% +$1.16M ﹤0.01% 1694
2024
Q3 		$10.7M Buy
346,934
+133,741
+63% +$4.01M ﹤0.01% 1742
2024
Q2 		$6.13M Buy
213,193
+22,164
+12% +$643K ﹤0.01% 2017
2024
Q1 		$5.75M Buy
191,029
+98,822
+107% +$2.82M ﹤0.01% 2067
2023
Q4 		$2.68M Buy
92,207
+30,185
+49% +$783K ﹤0.01% 2798
2023
Q3 		$1.57M Buy
62,022
+7,687
+14% +$203K ﹤0.01% 3066
2023
Q2 		$1.4M Sell
54,335
-439,274
-89% -$10.7M ﹤0.01% 3126
2023
Q1 		$12.3M Sell
493,609
-475,293
-49% -$12.5M ﹤0.01% 1424
2022
Q4 		$24M Buy
+968,902
New +$24M 0.01% 1047

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 $11.5B AUM 18.82% 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

Royal Bank of Canada's DFSV Position: Q1 2026 in Review

Royal Bank of Canada increased its Dimensional US Small Cap Value ETF (DFSV) stake by 23% in Q1 2026, buying an estimated $4.47M and bringing the position to 674,902 shares worth $23.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Royal Bank of Canada first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $24M in Q4 2022. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Royal Bank of Canada held 674,902 shares of Dimensional US Small Cap Value ETF worth $23.6M as of Q1 2026.
  • Royal Bank of Canada bought 126,376 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $4.47M.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1338 holding.
  • Royal Bank of Canada first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Royal Bank of Canada's Dimensional US Small Cap Value ETF position peaked at $24M in Q4 2022.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.