RWM
DFSV

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

Ruedi 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
Q1 		$2.54M Buy
72,494
+79
+0.1% +$2.79K 0.65% 22
2025
Q4 		$2.38M Buy
72,415
+321
+0.4% +$10.3K 0.62% 22
2025
Q3 		$2.3M Buy
72,094
+4,169
+6% +$130K 0.64% 22
2025
Q2 		$2M Buy
67,925
+53,545
+372% +$1.48M 0.59% 22
2025
Q1 		$405K Buy
14,380
+42
+0.3% +$1.27K 0.13% 38
2024
Q4 		$441K Buy
14,338
+72
+0.5% +$2.28K 0.14% 35
2024
Q3 		$439K Buy
14,266
+205
+1% +$6.14K 0.15% 34
2024
Q2 		$405K Sell
14,061
-1,011
-7% -$29.3K 0.16% 37
2024
Q1 		$454K Buy
15,072
+1,240
+9% +$35.4K 0.19% 34
2023
Q4 		$403K Sell
13,832
-1,611
-10% -$41.8K 0.19% 31
2023
Q3 		$391K Buy
15,443
+5,402
+54% +$143K 0.22% 30
2023
Q2 		$258K Sell
10,041
-7,347
-42% -$180K 0.15% 38
2023
Q1 		$433K Buy
17,388
+4,739
+37% +$124K 0.28% 28
2022
Q4 		$313K Buy
+12,649
New +$313K 0.22% 31

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 $70.8B 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

Ruedi Wealth Management's DFSV Position: Q1 2026 in Review

Ruedi Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.11% in Q1 2026, buying an estimated $2.79K and bringing the position to 72,494 shares worth $2.54M. The position accounts for 0.65% of the portfolio, ranked #22.

Ruedi Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Ruedi Wealth Management held 72,494 shares of Dimensional US Small Cap Value ETF worth $2.54M as of Q1 2026.
  • Ruedi Wealth Management bought 79 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $2.79K.
  • Dimensional US Small Cap Value ETF made up 0.65% of Ruedi Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Ruedi Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.