SFA
DFSV

Sequoia Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sequoia Financial Advisors’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 		$27.7M Sell
714,818
-17,622
-2% -$659K 0.14% 115
2026
Q1 		$25.7M Sell
732,440
-15,328
-2% -$542K 0.14% 108
2025
Q4 		$24.6M Buy
747,768
+616,175
+468% +$19.8M 0.14% 114
2025
Q3 		$4.19M Buy
131,593
+102,742
+356% +$3.21M 0.03% 337
2025
Q2 		$849K Hold
28,851
– – 0.01% 759
2025
Q1 		$812K Sell
28,851
-320
-1% -$9.68K 0.01% 693
2024
Q4 		$898K Sell
29,171
-5,959
-17% -$189K 0.01% 609
2024
Q3 		$1.08M Buy
+35,130
New +$1.05M 0.01% 516

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 $77.5B AUM 28.19% 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

Sequoia Financial Advisors's DFSV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.4% in Q2 2026, selling an estimated $659K and leaving 714,818 shares worth $27.7M. The position accounts for 0.14% of the portfolio, ranked #115.

Sequoia Financial Advisors first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Sequoia Financial Advisors held 714,818 shares of Dimensional US Small Cap Value ETF worth $27.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 17,622 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $659K.
  • Dimensional US Small Cap Value ETF made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.