SFP
DFSV

Sterling Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sterling Financial Planning’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 		$11.3M Buy
292,001
+2,124
+0.7% +$79.4K 3.08% 11
2026
Q1 		$10.2M Buy
289,877
+3,190
+1% +$113K 3.01% 11
2025
Q4 		$9.43M Buy
286,687
+6,514
+2% +$210K 2.84% 11
2025
Q3 		$8.92M Buy
280,173
+2,463
+0.9% +$76.9K 2.81% 10
2025
Q2 		$8.17M Buy
277,710
+44,782
+19% +$1.24M 2.73% 10
2025
Q1 		$6.56M Buy
232,928
+28,251
+14% +$855K 2.38% 14
2024
Q4 		$6.3M Buy
204,677
+9,551
+5% +$302K 2.32% 14
2024
Q3 		$6.01M Buy
195,126
+23,359
+14% +$700K 2.22% 14
2024
Q2 		$4.94M Buy
171,767
+18,210
+12% +$528K 2.01% 14
2024
Q1 		$4.62M Buy
153,557
+11,791
+8% +$336K 1.87% 15
2023
Q4 		$4.13M Buy
141,766
+12,122
+9% +$315K 1.79% 15
2023
Q3 		$3.29M Buy
129,644
+12,593
+11% +$332K 1.68% 16
2023
Q2 		$3.01M Buy
117,051
+39,002
+50% +$954K 1.49% 19
2023
Q1 		$1.95M Buy
78,049
+23,555
+43% +$617K 1.06% 28
2022
Q4 		$1.35M Buy
54,494
+10,870
+25% +$269K 0.81% 34
2022
Q3 		$951K Buy
43,624
+31,278
+253% +$749K 0.67% 39
2022
Q2 		$279K Buy
+12,346
New +$302K 0.2% 72

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

Sterling Financial Planning's DFSV Position: Q2 2026 in Review

Sterling Financial Planning increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.73% in Q2 2026, buying an estimated $79.4K and bringing the position to 292,001 shares worth $11.3M. The position accounts for 3.08% of the portfolio, ranked #11.

Sterling Financial Planning first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Sterling Financial Planning held 292,001 shares of Dimensional US Small Cap Value ETF worth $11.3M as of Q2 2026.
  • Sterling Financial Planning bought 2,124 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $79.4K.
  • Dimensional US Small Cap Value ETF made up 3.08% of Sterling Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Sterling Financial Planning first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.