TFO
DFSV

Timonier Family Office’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Timonier Family Office’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 		$16.9M Buy
+436,101
New +$16.3M 4.78% 6
2025
Q4 		$14.2M Buy
431,045
+28,699
+7% +$923K 4.5% 7
2025
Q3 		$12.8M Buy
402,346
+42,406
+12% +$1.32M 4.2% 7
2025
Q2 		$10.6M Buy
359,940
+58,385
+19% +$1.62M 3.96% 7
2025
Q1 		$8.49M Buy
301,555
+74,970
+33% +$2.27M 3.75% 7
2024
Q4 		$6.97M Buy
+226,585
New +$7.17M 3.58% 7

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

Timonier Family Office's DFSV Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 436,101 shares worth $16.9M. The stake represents 4.78% of the portfolio and ranks #6 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFSV as recently as Q4 2025.

Timonier Family Office first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Timonier Family Office held 436,101 shares of Dimensional US Small Cap Value ETF worth $16.9M as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 4.78% of Timonier Family Office's portfolio in Q2 2026, its #6 holding.
  • Timonier Family Office first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.