THL
DFSV

Tillman Hartley LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Tillman Hartley LLC’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 		$357K Sell
9,207
-2,297
-20% -$85.9K 0.08% 67
2026
Q1 		$403K Sell
11,504
-1,811
-14% -$64K 0.1% 64
2025
Q4 		$438K Buy
13,315
+1,651
+14% +$53.1K 0.11% 65
2025
Q3 		$371K Hold
11,664
– – 0.1% 71
2025
Q2 		$343K Buy
11,664
+6
+0.1% +$166 0.1% 74
2025
Q1 		$328K Sell
11,658
-3,099
-21% -$93.8K 0.1% 63
2024
Q4 		$454K Buy
14,757
+6,172
+72% +$195K 0.13% 56
2024
Q3 		$264K Sell
8,585
-1,554
-15% -$46.6K 0.08% 70
2024
Q2 		$292K Buy
10,139
+870
+9% +$25.2K 0.1% 67
2024
Q1 		$279K Buy
+9,269
New +$264K 0.1% 70
2023
Q3 		– Sell
-9,269
Closed -$238K – 73
2023
Q2 		$238K Hold
9,269
– – 0.1% 70
2023
Q1 		$231K Hold
9,269
– – 0.1% 69
2022
Q4 		$230K Buy
+9,269
New +$229K 0.1% 70

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

Tillman Hartley LLC's DFSV Position: Q2 2026 in Review

Tillman Hartley LLC reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 20% in Q2 2026, selling an estimated $85.9K and leaving 9,207 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #67.

Tillman Hartley LLC first reported a position in DFSV in Q4 2022 and has held it in 13 quarters since. The position peaked at $454K in Q4 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Tillman Hartley LLC held 9,207 shares of Dimensional US Small Cap Value ETF worth $357K as of Q2 2026.
  • Tillman Hartley LLC sold 2,297 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $85.9K.
  • Dimensional US Small Cap Value ETF made up 0.08% of Tillman Hartley LLC's portfolio in Q2 2026, its #67 holding.
  • Tillman Hartley LLC first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
  • Tillman Hartley LLC's Dimensional US Small Cap Value ETF position peaked at $454K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.