SWM
DFSV

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

Selective 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
Q2 		$507K Sell
12,834
-335
-3% -$12.5K 0.13% 79
2026
Q1 		$488K Buy
+13,169
New +$465K 0.14% 78

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Selective Wealth Management's DFSV Position: Q2 2026 in Review

Selective Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.5% in Q2 2026, selling an estimated $12.5K and leaving 12,834 shares worth $507K. The position accounts for 0.13% of the portfolio, ranked #79.

Selective Wealth Management first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Selective Wealth Management held 12,834 shares of Dimensional US Small Cap Value ETF worth $507K as of Q2 2026.
  • Selective Wealth Management sold 335 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $12.5K.
  • Dimensional US Small Cap Value ETF made up 0.13% of Selective Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Selective Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.