SCA
DFSV

Strathmore Capital Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Strathmore Capital Advisors’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 		$8.34M Buy
210,956
+27,185
+15% +$1.02M 2.25% 9
2026
Q1 		$6.84M Buy
183,771
+19,410
+12% +$686K 1.93% 9
2025
Q4 		$5.41M Buy
164,361
+33,774
+26% +$1.09M 1.77% 9
2025
Q3 		$4.16M Buy
130,587
+6,983
+6% +$218K 1.7% 10
2025
Q2 		$3.81M Buy
+123,604
New +$3.42M 1.68% 9
2024
Q4 		$3.44M Buy
+111,811
New +$3.54M 2.5% 7

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 $77.5B AUM 28.19% 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

Strathmore Capital Advisors's DFSV Position: Q2 2026 in Review

Strathmore Capital Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, buying an estimated $1.02M and bringing the position to 210,956 shares worth $8.34M. The position accounts for 2.25% of the portfolio, ranked #9.

Strathmore Capital Advisors first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Strathmore Capital Advisors held 210,956 shares of Dimensional US Small Cap Value ETF worth $8.34M as of Q2 2026.
  • Strathmore Capital Advisors bought 27,185 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.02M.
  • Dimensional US Small Cap Value ETF made up 2.25% of Strathmore Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.