SWM
DFSV

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

Spire 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
Q1 		$689K Buy
19,656
+2,479
+14% +$87.6K 0.02% 464
2025
Q4 		$565K Buy
17,177
+3,238
+23% +$104K 0.02% 516
2025
Q3 		$444K Buy
13,939
+1,499
+12% +$46.8K 0.02% 559
2025
Q2 		$366K Sell
12,440
-2,902
-19% -$80.4K 0.01% 585
2025
Q1 		$432K Buy
15,342
+3,435
+29% +$104K 0.01% 607
2024
Q4 		$366K Buy
11,907
+1,536
+15% +$48.6K 0.01% 653
2024
Q3 		$319K Sell
10,371
-242
-2% -$7.25K 0.01% 625
2024
Q2 		$305K Buy
10,613
+2,246
+27% +$65.2K 0.01% 607
2024
Q1 		$252K Buy
8,367
+2,168
+35% +$61.8K ﹤0.01% 710
2023
Q4 		$174K Buy
6,199
+3,778
+156% +$98K 0.01% 799
2023
Q3 		$61.3K Buy
+2,421
New +$63.9K ﹤0.01% 1098

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 $10B AUM 15.14% 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 $70.5B 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