SAI
DFSV

Savvy Advisors Inc’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Savvy Advisors Inc’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 		$3.38M Buy
87,160
+11,160
+15% +$417K 0.07% 216
2026
Q1 		$2.66M Buy
76,000
+42,758
+129% +$1.51M 0.07% 212
2025
Q4 		$1.09M Buy
33,242
+24,596
+284% +$791K 0.04% 346
2025
Q3 		$275K Sell
8,646
-428
-5% -$13.4K 0.01% 653
2025
Q2 		$267K Sell
9,074
-290
-3% -$8.03K 0.02% 521
2025
Q1 		$264K Buy
9,364
+2,109
+29% +$63.8K 0.03% 418
2024
Q4 		$223K Buy
+7,255
New +$230K 0.03% 403

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Savvy Advisors Inc's DFSV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, buying an estimated $417K and bringing the position to 87,160 shares worth $3.38M. The position accounts for 0.07% of the portfolio, ranked #216.

Savvy Advisors Inc first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Savvy Advisors Inc held 87,160 shares of Dimensional US Small Cap Value ETF worth $3.38M as of Q2 2026.
  • Savvy Advisors Inc bought 11,160 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $417K.
  • Dimensional US Small Cap Value ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #216 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.