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
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 $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 $70.5B 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