SWP
DFSV

Strategic Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Strategic Wealth Partners’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 		$35.2K Buy
1,005
+7
+0.7% +$247 ﹤0.01% 585
2025
Q4 		$32.8K Sell
998
-3,601
-78% -$116K ﹤0.01% 596
2025
Q3 		$146K Buy
+4,599
New +$144K 0.01% 379

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
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

Strategic Wealth Partners's DFSV Position: Q1 2026 in Review

Strategic Wealth Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.7% in Q1 2026, buying an estimated $247 and bringing the position to 1,005 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Strategic Wealth Partners first reported a position in DFSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $146K in Q3 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Strategic Wealth Partners held 1,005 shares of Dimensional US Small Cap Value ETF worth $35.2K as of Q1 2026.
  • Strategic Wealth Partners bought 7 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $247.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #585 holding.
  • Strategic Wealth Partners first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Dimensional US Small Cap Value ETF position peaked at $146K in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.