SCM
DFSV

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

SB Capital 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
2025
Q4 		$559K Buy
+17,006
New +$547K 0.21% 66

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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 $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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

SB Capital Management's DFSV Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q4 2025: 17,006 shares worth $559K. The stake represents 0.21% of the portfolio and ranks #66 among its holdings.

524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • SB Capital Management held 17,006 shares of Dimensional US Small Cap Value ETF worth $559K as of Q4 2025.
  • Dimensional US Small Cap Value ETF was a new SB Capital Management position in Q4 2025.
  • Dimensional US Small Cap Value ETF made up 0.21% of SB Capital Management's portfolio in Q4 2025, its #66 holding.
  • 524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.