Stordahl Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Stordahl Capital 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	$35.4M	Buy	913,553 +3,745	+0.4%	+$140K	6.49%	6
2026 Q1	$31.9M	Sell	909,808 -21,397	-2%	-$756K	6.57%	6
2025 Q4	$30.6M	Buy	931,205 +8,312	+0.9%	+$267K	6.3%	6
2025 Q3	$29.4M	Buy	922,893 +26,227	+3%	+$819K	6.17%	6
2025 Q2	$26.4M	Buy	896,666 +24,369	+3%	+$675K	5.86%	6
2025 Q1	$24.6M	Buy	872,297 +33,106	+4%	+$1M	5.82%	6
2024 Q4	$25.8M	Buy	839,191 +6,168	+0.7%	+$195K	6.11%	6
2024 Q3	$25.3M	Buy	833,023 +2,006	+0.2%	+$60.1K	6.02%	6
2024 Q2	$23.9M	Buy	831,017 +8,897	+1%	+$258K	5.98%	6
2024 Q1	$24.7M	Buy	822,120 +26,287	+3%	+$750K	6.2%	6
2023 Q4	$23.2M	Buy	795,833 +33,738	+4%	+$875K	6.3%	6
2023 Q3	$19.3M	Buy	762,095 +38,060	+5%	+$1M	5.84%	6
2023 Q2	$18.6M	Buy	724,035 +40,062	+6%	+$980K	5.37%	6
2023 Q1	$17.1M	Buy	683,973 +43,143	+7%	+$1.13M	5.19%	6
2022 Q4	$15.9M	Buy	640,830 +43,314	+7%	+$1.07M	5.2%	6
2022 Q3	$13M	Buy	597,516 +405,462	+211%	+$9.71M	4.7%	7
2022 Q2	$4.33M	Buy	+192,054	New	+$4.69M	1.64%	14

Other funds holding DFSV

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

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Stordahl Capital Management's DFSV Position: Q2 2026 in Review

Stordahl Capital Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.41% in Q2 2026, buying an estimated $140K and bringing the position to 913,553 shares worth $35.4M. The position accounts for 6.49% of the portfolio, ranked #6.

Stordahl Capital Management first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 127 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Stordahl Capital Management held 913,553 shares of Dimensional US Small Cap Value ETF worth $35.4M as of Q2 2026.
Stordahl Capital Management bought 3,745 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $140K.
Dimensional US Small Cap Value ETF made up 6.49% of Stordahl Capital Management's portfolio in Q2 2026, its #6 holding.
Stordahl Capital Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
127 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.