TLA
DFSV

Tanglewood Legacy Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Tanglewood Legacy 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 		$78.9K Hold
2,034
– – 0.03% 146
2026
Q1 		$71.3K Hold
2,034
– – 0.03% 148
2025
Q4 		$66.9K Hold
2,034
– – 0.03% 151
2025
Q3 		$64.8K Hold
2,034
– – 0.03% 157
2025
Q2 		$59.9K Hold
2,034
– – 0.02% 161
2025
Q1 		$57.3K Hold
2,034
– – 0.03% 167
2024
Q4 		$62.6K Hold
2,034
– – 0.03% 158
2024
Q3 		$62.6K Hold
2,034
– – 0.03% 147
2024
Q2 		$58.5K Hold
2,034
– – 0.03% 150
2024
Q1 		$61.2K Sell
2,034
-7,435
-79% -$212K 0.03% 143
2023
Q4 		$276K Hold
9,469
– – 0.15% 71
2023
Q3 		$240K Hold
9,469
– – 0.14% 74
2023
Q2 		$243K Hold
9,469
– – 0.14% 72
2023
Q1 		$236K Buy
+9,469
New +$248K 0.15% 67

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

Tanglewood Legacy Advisors's DFSV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 2,034 shares worth $78.9K. The position accounts for 0.03% of the portfolio, ranked #146.

Tanglewood Legacy Advisors first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $276K in Q4 2023. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,034 shares of Dimensional US Small Cap Value ETF worth $78.9K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #146 holding.
  • Tanglewood Legacy Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Dimensional US Small Cap Value ETF position peaked at $276K in Q4 2023.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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