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
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 $20.7B AUM 19.76% 1-Year Est. Return
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