SWG
DFSV

Summit Wealth Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Summit Wealth Group’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 		$4.32M Buy
123,316
+3,742
+3% +$132K 0.99% 27
2025
Q4 		$3.93M Sell
119,574
-3,338
-3% -$107K 0.92% 27
2025
Q3 		$3.91M Buy
122,912
+5,459
+5% +$171K 0.95% 27
2025
Q2 		$3.46M Buy
117,453
+99,523
+555% +$2.76M 0.89% 28
2025
Q1 		$505K Buy
+17,930
New +$543K 0.15% 58

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 $11.5B AUM 18.82% 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

Summit Wealth Group's DFSV Position: Q1 2026 in Review

Summit Wealth Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.1% in Q1 2026, buying an estimated $132K and bringing the position to 123,316 shares worth $4.32M. The position accounts for 0.99% of the portfolio, ranked #27.

Summit Wealth Group first reported a position in DFSV in Q1 2025 and has held it in 5 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Summit Wealth Group held 123,316 shares of Dimensional US Small Cap Value ETF worth $4.32M as of Q1 2026.
  • Summit Wealth Group bought 3,742 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $132K.
  • Dimensional US Small Cap Value ETF made up 0.99% of Summit Wealth Group's portfolio in Q1 2026, its #27 holding.
  • Summit Wealth Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.