SC
DFSV

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

Schoolcraft 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
Q2 		$5.16M Sell
133,098
-2,187
-2% -$81.7K 0.92% 22
2026
Q1 		$4.74M Buy
135,285
+2,158
+2% +$76.3K 0.92% 22
2025
Q4 		$4.38M Buy
133,127
+3,027
+2% +$97.4K 0.85% 22
2025
Q3 		$4.14M Sell
130,100
-3,175
-2% -$99.2K 0.83% 22
2025
Q2 		$3.92M Sell
133,275
-23,778
-15% -$658K 0.8% 22
2025
Q1 		$4.42M Buy
157,053
+13,764
+10% +$416K 0.87% 21
2024
Q4 		$4.41M Buy
143,289
+1,756
+1% +$55.6K 0.92% 20
2024
Q3 		$4.36M Sell
141,533
-1,138
-0.8% -$34.1K 0.89% 20
2024
Q2 		$4.11M Buy
142,671
+37,984
+36% +$1.1M 0.88% 20
2024
Q1 		$3.15M Buy
104,687
+9,382
+10% +$268K 0.74% 20
2023
Q4 		$2.78M Buy
95,305
+41,351
+77% +$1.07M 0.7% 23
2023
Q3 		$1.37M Buy
53,954
+4,870
+10% +$128K 0.39% 30
2023
Q2 		$1.26M Buy
49,084
+22,639
+86% +$554K 0.35% 30
2023
Q1 		$659K Buy
26,445
+16,181
+158% +$424K 0.19% 37
2022
Q4 		$254K Buy
+10,264
New +$254K 0.08% 54

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

Schoolcraft Capital's DFSV Position: Q2 2026 in Review

Schoolcraft Capital reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.6% in Q2 2026, selling an estimated $81.7K and leaving 133,098 shares worth $5.16M. The position accounts for 0.92% of the portfolio, ranked #22.

Schoolcraft Capital first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Schoolcraft Capital held 133,098 shares of Dimensional US Small Cap Value ETF worth $5.16M as of Q2 2026.
  • Schoolcraft Capital sold 2,187 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $81.7K.
  • Dimensional US Small Cap Value ETF made up 0.92% of Schoolcraft Capital's portfolio in Q2 2026, its #22 holding.
  • Schoolcraft Capital first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.