SHFA
DFSV

SC&H Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

SC&H Financial Advisors’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 		$2.34M Sell
60,341
-118
-0.2% -$4.41K 0.31% 38
2026
Q1 		$2.12M Buy
60,459
+5,980
+11% +$211K 0.32% 37
2025
Q4 		$1.79M Sell
54,479
-36,147
-40% -$1.16M 0.28% 44
2025
Q3 		$2.89M Sell
90,626
-15,698
-15% -$490K 0.47% 30
2025
Q2 		$3.13M Buy
106,324
+12,036
+13% +$333K 0.53% 26
2025
Q1 		$2.65M Buy
94,288
+6,707
+8% +$203K 0.52% 28
2024
Q4 		$2.7M Buy
87,581
+2,723
+3% +$86.2K 0.56% 29
2024
Q3 		$2.61M Buy
84,858
+3,392
+4% +$102K 0.57% 29
2024
Q2 		$2.34M Buy
81,466
+170
+0.2% +$4.93K 0.57% 28
2024
Q1 		$2.45M Buy
81,296
+931
+1% +$26.6K 0.64% 26
2023
Q4 		$2.34M Sell
80,365
-4,597
-5% -$119K 0.67% 26
2023
Q3 		$2.15M Buy
84,962
+4,918
+6% +$130K 0.72% 25
2023
Q2 		$2.06M Buy
80,044
+1,205
+2% +$29.5K 0.68% 26
2023
Q1 		$1.97M Buy
78,839
+176
+0.2% +$4.61K 0.72% 27
2022
Q4 		$1.95M Buy
78,663
+312
+0.4% +$7.71K 0.81% 26
2022
Q3 		$1.71M Buy
78,351
+64,584
+469% +$1.55M 0.85% 24
2022
Q2 		$311K Buy
+13,767
New +$336K 0.15% 110

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

SC&H Financial Advisors's DFSV Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.2% in Q2 2026, selling an estimated $4.41K and leaving 60,341 shares worth $2.34M. The position accounts for 0.31% of the portfolio, ranked #38.

SC&H Financial Advisors first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.13M in Q2 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • SC&H Financial Advisors held 60,341 shares of Dimensional US Small Cap Value ETF worth $2.34M as of Q2 2026.
  • SC&H Financial Advisors sold 118 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $4.41K.
  • Dimensional US Small Cap Value ETF made up 0.31% of SC&H Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • SC&H Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • SC&H Financial Advisors's Dimensional US Small Cap Value ETF position peaked at $3.13M in Q2 2025.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.