S
DFSV

SignatureFD’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

SignatureFD’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 		$2.78M Buy
71,666
+6,378
+10% +$238K 0.04% 203
2026
Q1 		$2.29M Buy
65,288
+58,122
+811% +$2.05M 0.04% 202
2025
Q4 		$236K Buy
+7,166
New +$230K ﹤0.01% 877
2024
Q1 		– Sell
-495
Closed -$14.4K – 3194
2023
Q4 		$14.4K Buy
495
+120
+32% +$3.11K ﹤0.01% 2087
2023
Q3 		$9.5K Buy
375
+120
+47% +$3.17K ﹤0.01% 2234
2023
Q2 		$6.55K Buy
255
+125
+96% +$3.06K ﹤0.01% 2418
2023
Q1 		$3.24K Buy
130
+40
+44% +$1.05K ﹤0.01% 2665
2022
Q4 		$2.23K Buy
+90
New +$2.23K ﹤0.01% 2782

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

SignatureFD's DFSV Position: Q2 2026 in Review

SignatureFD increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9.8% in Q2 2026, buying an estimated $238K and bringing the position to 71,666 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #203.

SignatureFD first reported a position in DFSV in Q4 2022 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • SignatureFD held 71,666 shares of Dimensional US Small Cap Value ETF worth $2.78M as of Q2 2026.
  • SignatureFD bought 6,378 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $238K.
  • Dimensional US Small Cap Value ETF made up 0.04% of SignatureFD's portfolio in Q2 2026, its #203 holding.
  • SignatureFD first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.