SIMC
DFSV

Squire Investment Management Company’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Squire Investment Management Company’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 		$4.46M Buy
114,951
+660
+0.6% +$24.7K 1.07% 18
2026
Q1 		$4M Buy
114,291
+16,846
+17% +$595K 1.11% 17
2025
Q4 		$3.2M Buy
97,445
+605
+0.6% +$19.5K 0.97% 19
2025
Q3 		$3.08M Buy
96,840
+11,711
+14% +$366K 1% 18
2025
Q2 		$2.51M Buy
85,129
+67,982
+396% +$1.88M 0.92% 18
2025
Q1 		$483K Sell
17,147
-5,978
-26% -$181K 0.2% 48
2024
Q4 		$712K Buy
23,125
+16
+0.1% +$507 0.31% 40
2024
Q3 		$712K Buy
23,109
+12,531
+118% +$376K 0.34% 39
2024
Q2 		$304K Buy
10,578
+1,503
+17% +$43.6K 0.17% 48
2024
Q1 		$273K Buy
+9,075
New +$259K 0.17% 46

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Squire Investment Management Company's DFSV Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.58% in Q2 2026, buying an estimated $24.7K and bringing the position to 114,951 shares worth $4.46M. The position accounts for 1.07% of the portfolio, ranked #18.

Squire Investment Management Company first reported a position in DFSV in Q1 2024 and has held it in 10 quarters since. 391 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Squire Investment Management Company held 114,951 shares of Dimensional US Small Cap Value ETF worth $4.46M as of Q2 2026.
  • Squire Investment Management Company bought 660 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $24.7K.
  • Dimensional US Small Cap Value ETF made up 1.07% of Squire Investment Management Company's portfolio in Q2 2026, its #18 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 391 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.