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
Q2 		$4.76M Sell
122,611
-705
-0.6% -$26.4K 0.97% 24
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 $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 $72.2B AUM 27.85% 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

Summit Wealth Group's DFSV Position: Q2 2026 in Review

Summit Wealth Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.57% in Q2 2026, selling an estimated $26.4K and leaving 122,611 shares worth $4.76M. The position accounts for 0.97% of the portfolio, ranked #24.

Summit Wealth Group first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Summit Wealth Group held 122,611 shares of Dimensional US Small Cap Value ETF worth $4.76M as of Q2 2026.
  • Summit Wealth Group sold 705 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $26.4K.
  • Dimensional US Small Cap Value ETF made up 0.97% of Summit Wealth Group's portfolio in Q2 2026, its #24 holding.
  • Summit Wealth Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.