Stifel Financial
DFSV

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

Stifel Financial’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 		$7.79M Buy
200,854
+9,178
+5% +$343K 0.01% 1166
2026
Q1 		$6.72M Sell
191,676
-2,423
-1% -$85.6K 0.01% 1171
2025
Q4 		$6.38M Buy
194,099
+2,053
+1% +$66K 0.01% 1192
2025
Q3 		$6.11M Buy
192,046
+5,721
+3% +$179K 0.01% 1190
2025
Q2 		$5.48M Sell
186,325
-8,216
-4% -$227K 0.01% 1207
2025
Q1 		$5.48M Buy
194,541
+77,865
+67% +$2.36M 0.01% 1142
2024
Q4 		$3.59M Sell
116,676
-1,580
-1% -$50K ﹤0.01% 1389
2024
Q3 		$3.64M Sell
118,256
-1,093
-0.9% -$32.8K ﹤0.01% 1386
2024
Q2 		$3.43M Sell
119,349
-2,278
-2% -$66.1K ﹤0.01% 1368
2024
Q1 		$3.66M Buy
121,627
+15,197
+14% +$433K ﹤0.01% 1326
2023
Q4 		$3.1M Buy
106,430
+13,636
+15% +$354K ﹤0.01% 1382
2023
Q3 		$2.35M Buy
92,794
+28,534
+44% +$753K ﹤0.01% 1482
2023
Q2 		$1.65M Buy
64,260
+15,928
+33% +$390K ﹤0.01% 1761
2023
Q1 		$1.2M Buy
48,332
+10,877
+29% +$285K ﹤0.01% 1921
2022
Q4 		$928K Buy
37,455
+7,238
+24% +$179K ﹤0.01% 2060
2022
Q3 		$658K Buy
30,217
+10,548
+54% +$253K ﹤0.01% 2264
2022
Q2 		$444K Buy
+19,669
New +$480K ﹤0.01% 2535

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

Stifel Financial's DFSV Position: Q2 2026 in Review

Stifel Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.8% in Q2 2026, buying an estimated $343K and bringing the position to 200,854 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #1166.

Stifel Financial first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Stifel Financial held 200,854 shares of Dimensional US Small Cap Value ETF worth $7.79M as of Q2 2026.
  • Stifel Financial bought 9,178 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $343K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1166 holding.
  • Stifel Financial first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.