SWM
DFSV

Seaside Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Seaside Wealth 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
2026
Q1 		$31.6M Buy
901,546
+13,818
+2% +$488K 8.88% 4
2025
Q4 		$29.2M Buy
887,728
+42,612
+5% +$1.37M 8.33% 4
2025
Q3 		$26.9M Buy
845,116
+12,129
+1% +$379K 7.98% 4
2025
Q2 		$24.5M Buy
832,987
+45,240
+6% +$1.25M 7.8% 4
2025
Q1 		$22.2M Buy
787,747
+21,681
+3% +$656K 7.91% 4
2024
Q4 		$23.6M Buy
766,066
+45,272
+6% +$1.43M 8.63% 3
2024
Q3 		$22.2M Buy
720,794
+29,501
+4% +$884K 8.39% 4
2024
Q2 		$19.9M Buy
691,293
+24,222
+4% +$703K 8.25% 4
2024
Q1 		$20.1M Buy
667,071
+11,662
+2% +$333K 8.56% 3
2023
Q4 		$19.1M Sell
655,409
-33,668
-5% -$874K 8.73% 3
2023
Q3 		$17.5M Buy
689,077
+32,386
+5% +$854K 8.87% 3
2023
Q2 		$16.9M Buy
+656,691
New +$16.1M 8.74% 3

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

Seaside Wealth Management's DFSV Position: Q1 2026 in Review

Seaside Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.6% in Q1 2026, buying an estimated $488K and bringing the position to 901,546 shares worth $31.6M. The position accounts for 8.88% of the portfolio, ranked #4.

Seaside Wealth Management first reported a position in DFSV in Q2 2023 and has held it in 12 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Seaside Wealth Management held 901,546 shares of Dimensional US Small Cap Value ETF worth $31.6M as of Q1 2026.
  • Seaside Wealth Management bought 13,818 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $488K.
  • Dimensional US Small Cap Value ETF made up 8.88% of Seaside Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Seaside Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.