TH
DFSV

Team Hewins’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Team Hewins’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 		$3.85M Sell
99,124
-5,229
-5% -$195K 1.05% 9
2026
Q1 		$3.66M Sell
104,353
-822
-0.8% -$29.1K 1.09% 9
2025
Q4 		$3.46M Buy
105,175
+2,581
+3% +$83K 1.11% 8
2025
Q3 		$3.27M Sell
102,594
-4,156
-4% -$130K 1.1% 8
2025
Q2 		$3.14M Buy
106,750
+28,940
+37% +$801K 1.13% 8
2025
Q1 		$2.19M Buy
77,810
+61,674
+382% +$1.87M 0.85% 9
2024
Q4 		$497K Sell
16,136
-1,583
-9% -$50.1K 0.19% 19
2024
Q3 		$546K Sell
17,719
-719
-4% -$21.5K 0.21% 20
2024
Q2 		$531K Sell
18,438
-7,279
-28% -$211K 0.22% 17
2024
Q1 		$774K Sell
25,717
-648
-2% -$18.5K 0.31% 13
2023
Q4 		$768K Buy
+26,365
New +$684K 0.33% 13
2023
Q3 		– Sell
-25,265
Closed -$649K – 35
2023
Q2 		$649K Sell
25,265
-27,128
-52% -$664K 0.31% 13
2023
Q1 		$1.31M Buy
52,393
+24,139
+85% +$633K 0.69% 9
2022
Q4 		$700K Buy
+28,254
New +$699K 0.38% 11

Other funds holding DFSV

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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Team Hewins's DFSV Position: Q2 2026 in Review

Team Hewins reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5% in Q2 2026, selling an estimated $195K and leaving 99,124 shares worth $3.85M. The position accounts for 1.05% of the portfolio, ranked #9.

Team Hewins first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Team Hewins held 99,124 shares of Dimensional US Small Cap Value ETF worth $3.85M as of Q2 2026.
  • Team Hewins sold 5,229 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $195K.
  • Dimensional US Small Cap Value ETF made up 1.05% of Team Hewins's portfolio in Q2 2026, its #9 holding.
  • Team Hewins first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.