SS
DFSV

Sunbelt Securities’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sunbelt Securities’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 		$14.5K Hold
415
– – ﹤0.01% 1391
2025
Q4 		$13.6K Hold
415
– – ﹤0.01% 1361
2025
Q3 		$13.2K Buy
+415
New +$13K ﹤0.01% 1377

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 $9.37B AUM 23.82% 1-Year Est. Return

Sunbelt Securities's DFSV Position: Q1 2026 in Review

Sunbelt Securities held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q1 2026 at 415 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Sunbelt Securities first reported a position in DFSV in Q3 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Sunbelt Securities held 415 shares of Dimensional US Small Cap Value ETF worth $14.5K as of Q1 2026.
  • Sunbelt Securities left its Dimensional US Small Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1391 holding.
  • Sunbelt Securities first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.