SMA
DFSV

Seven Mile Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Seven Mile Advisory’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 		– Sell
-184,914
Closed -$6.08M – 208
2025
Q4 		$6.08M Sell
184,914
-1,656
-0.9% -$53.3K 1.04% 27
2025
Q3 		$5.94M Buy
+186,570
New +$5.83M 0.96% 29

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 $11.5B AUM 18.82% 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

Seven Mile Advisory's DFSV Position: Q1 2026 in Review

Seven Mile Advisory sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2026, closing a stake of 184,914 shares — an estimated $6.08M sold.

Seven Mile Advisory first reported a position in DFSV in Q3 2025 and held it in 2 quarters. The position peaked at $6.08M in Q4 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Seven Mile Advisory reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 184,914 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $6.08M.
  • Seven Mile Advisory first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's Dimensional US Small Cap Value ETF position peaked at $6.08M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.