SC
DFSV

Savant Capital’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Savant Capital’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 		$661M Buy
18,877,994
+2,794,796
+17% +$98.8M 3.2% 10
2025
Q4 		$529M Buy
16,083,198
+2,789,585
+21% +$89.7M 3.01% 9
2025
Q3 		$423M Buy
13,293,613
+1,613,528
+14% +$50.4M 2.57% 9
2025
Q2 		$344M Buy
11,680,085
+2,376,975
+26% +$65.8M 2.47% 10
2025
Q1 		$262M Buy
9,303,110
+1,249,984
+16% +$37.8M 2.22% 11
2024
Q4 		$248M Buy
8,053,126
+1,483,483
+23% +$47M 1.95% 12
2024
Q3 		$202M Buy
6,569,643
+1,925,340
+41% +$57.7M 1.68% 12
2024
Q2 		$134M Buy
4,644,303
+1,818,171
+64% +$52.8M 1.34% 15
2024
Q1 		$85.1M Buy
2,826,132
+568,558
+25% +$16.2M 0.98% 17
2023
Q4 		$65.7M Buy
2,257,574
+774,157
+52% +$20.1M 0.85% 23
2023
Q3 		$37.6M Buy
1,483,417
+517,821
+54% +$13.7M 0.56% 35
2023
Q2 		$24.8M Buy
965,596
+702,518
+267% +$17.2M 0.39% 47
2023
Q1 		$6.56M Buy
+263,078
New +$6.89M 0.12% 120

Other funds holding DFSV

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Savant Capital's DFSV Position: Q1 2026 in Review

Savant Capital increased its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q1 2026, buying an estimated $98.8M and bringing the position to 18,877,994 shares worth $661M. The position accounts for 3.2% of the portfolio, ranked #10.

Savant Capital first reported a position in DFSV in Q1 2023 and has held it in 13 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Savant Capital held 18,877,994 shares of Dimensional US Small Cap Value ETF worth $661M as of Q1 2026.
  • Savant Capital bought 2,794,796 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $98.8M.
  • Dimensional US Small Cap Value ETF made up 3.2% of Savant Capital's portfolio in Q1 2026, its #10 holding.
  • Savant Capital first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.