SFM
DFSV

Signet Financial Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Signet Financial 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
Q1 		$4.19M Sell
119,586
-2,801
-2% -$99K 0.47% 68
2025
Q4 		$4.03M Sell
122,387
-2,125
-2% -$68.3K 0.45% 69
2025
Q3 		$3.96M Sell
124,512
-2,954
-2% -$92.3K 0.46% 72
2025
Q2 		$3.75M Sell
127,466
-11,655
-8% -$323K 0.47% 67
2025
Q1 		$3.92M Sell
139,121
-26,028
-16% -$788K 0.53% 56
2024
Q4 		$5.08M Sell
165,149
-8,834
-5% -$280K 0.65% 41
2024
Q3 		$5.36M Sell
173,983
-3,265
-2% -$97.9K 0.68% 37
2024
Q2 		$5.1M Sell
177,248
-16,301
-8% -$473K 0.69% 36
2024
Q1 		$5.83M Buy
193,549
+353
+0.2% +$10.1K 0.8% 32
2023
Q4 		$5.63M Sell
193,196
-846
-0.4% -$22K 0.84% 28
2023
Q3 		$4.92M Buy
194,042
+4,076
+2% +$108K 0.81% 29
2023
Q2 		$4.88M Buy
189,966
+7,660
+4% +$187K 0.77% 29
2023
Q1 		$4.54M Buy
182,306
+13,473
+8% +$353K 0.77% 33
2022
Q4 		$4.18M Buy
+168,833
New +$4.17M 0.75% 32

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 $4.14B AUM 21.49% 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 $9.37B AUM 23.82% 1-Year Est. Return

Signet Financial Management's DFSV Position: Q1 2026 in Review

Signet Financial Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.3% in Q1 2026, selling an estimated $99K and leaving 119,586 shares worth $4.19M. The position accounts for 0.47% of the portfolio, ranked #68.

Signet Financial Management first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.83M in Q1 2024. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Signet Financial Management held 119,586 shares of Dimensional US Small Cap Value ETF worth $4.19M as of Q1 2026.
  • Signet Financial Management sold 2,801 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $99K.
  • Dimensional US Small Cap Value ETF made up 0.47% of Signet Financial Management's portfolio in Q1 2026, its #68 holding.
  • Signet Financial Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Signet Financial Management's Dimensional US Small Cap Value ETF position peaked at $5.83M in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.