SWM
DFSV

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

Sentinel 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 		$10.7M Buy
275,885
+5,993
+2% +$224K 7.54% 4
2026
Q1 		$9.46M Buy
269,892
+14,474
+6% +$512K 7.57% 4
2025
Q4 		$8.4M Buy
255,418
+16,222
+7% +$522K 6.97% 4
2025
Q3 		$7.62M Buy
239,196
+5,344
+2% +$167K 6.62% 4
2025
Q2 		$6.88M Buy
+233,852
New +$6.47M 6.47% 4

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

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

Sentinel Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.2% in Q2 2026, buying an estimated $224K and bringing the position to 275,885 shares worth $10.7M. The position accounts for 7.54% of the portfolio, ranked #4.

Sentinel Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Sentinel Wealth Management held 275,885 shares of Dimensional US Small Cap Value ETF worth $10.7M as of Q2 2026.
  • Sentinel Wealth Management bought 5,993 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $224K.
  • Dimensional US Small Cap Value ETF made up 7.54% of Sentinel Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Sentinel Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.