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
Q2 		$741K Sell
19,106
-550
-3% -$20.6K 0.02% 452
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 $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

Spire Wealth Management's DFSV Position: Q2 2026 in Review

Spire Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.8% in Q2 2026, selling an estimated $20.6K and leaving 19,106 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #452.

Spire Wealth Management first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Spire Wealth Management held 19,106 shares of Dimensional US Small Cap Value ETF worth $741K as of Q2 2026.
  • Spire Wealth Management sold 550 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $20.6K.
  • Dimensional US Small Cap Value ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #452 holding.
  • Spire Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.