SIS
DFSV

Strategic Investment Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Strategic Investment Solutions’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 		$3.18M Buy
81,952
+5,161
+7% +$193K 0.73% 32
2026
Q1 		$2.69M Buy
76,791
+2,667
+4% +$94.3K 0.65% 36
2025
Q4 		$2.44M Sell
74,124
-728
-1% -$23.4K 0.59% 39
2025
Q3 		$2.38M Sell
74,852
-12,824
-15% -$401K 0.63% 39
2025
Q2 		$2.58M Sell
87,676
-134,463
-61% -$3.72M 0.78% 31
2025
Q1 		$6.25M Sell
222,139
-49,863
-18% -$1.51M 1.81% 13
2024
Q4 		$8.12M Buy
272,002
+41,595
+18% +$1.32M 2.72% 12
2024
Q3 		$7.1M Buy
230,407
+9,016
+4% +$270K 2.13% 12
2024
Q2 		$7.02M Buy
+221,391
New +$6.42M 2.27% 11
2023
Q4 		$7.94M Sell
272,798
-3,367,449
-93% -$87.4M 1.38% 18
2023
Q3 		$96M Buy
3,640,247
+3,585,404
+6,538% +$94.6M 1.18% 21
2023
Q2 		$1.3M Sell
54,843
-87,286
-61% -$2.14M 0.27% 39
2023
Q1 		$3.54M Buy
142,129
+38,752
+37% +$1.02M 0.69% 31
2022
Q4 		$2.93M Buy
+103,377
New +$2.56M 1.44% 18

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
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