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 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sterling Financial Planning's DFSV Position: Q1 2026 in Review

Sterling Financial Planning increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.1% in Q1 2026, buying an estimated $113K and bringing the position to 289,877 shares worth $10.2M. The position accounts for 3.01% of the portfolio, ranked #11.

Sterling Financial Planning first reported a position in DFSV in Q2 2022 and has held it in 16 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Sterling Financial Planning held 289,877 shares of Dimensional US Small Cap Value ETF worth $10.2M as of Q1 2026.
Sterling Financial Planning bought 3,190 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $113K.
Dimensional US Small Cap Value ETF made up 3.01% of Sterling Financial Planning's portfolio in Q1 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 16 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.