TFP
DFSV

Tilia Fiduciary Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Tilia Fiduciary Partners’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 		$227K Sell
6,479
-474
-7% -$16.8K 0.12% 113
2025
Q4 		$229K Sell
6,953
-452
-6% -$14.5K 0.13% 108
2025
Q3 		$236K Sell
7,405
-1,205
-14% -$37.6K 0.14% 107
2025
Q2 		$253K Buy
+8,610
New +$238K 0.15% 105

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 $10B AUM 15.14% 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

Tilia Fiduciary Partners's DFSV Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.8% in Q1 2026, selling an estimated $16.8K and leaving 6,479 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #113.

Tilia Fiduciary Partners first reported a position in DFSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q2 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Tilia Fiduciary Partners held 6,479 shares of Dimensional US Small Cap Value ETF worth $227K as of Q1 2026.
  • Tilia Fiduciary Partners sold 474 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $16.8K.
  • Dimensional US Small Cap Value ETF made up 0.12% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #113 holding.
  • Tilia Fiduciary Partners first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Tilia Fiduciary Partners's Dimensional US Small Cap Value ETF position peaked at $253K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.