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
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 $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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Timonier Family Office's DFSV Position: Q4 2025 in Review

Timonier Family Office increased its Dimensional US Small Cap Value ETF (DFSV) stake by 7.1% in Q4 2025, buying an estimated $923K and bringing the position to 431,045 shares worth $14.2M. The position accounts for 4.5% of the portfolio, ranked #7.

Timonier Family Office first reported a position in DFSV in Q4 2024 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Timonier Family Office held 431,045 shares of Dimensional US Small Cap Value ETF worth $14.2M as of Q4 2025.
  • Timonier Family Office bought 28,699 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $923K.
  • Dimensional US Small Cap Value ETF made up 4.5% of Timonier Family Office's portfolio in Q4 2025, its #7 holding.
  • Timonier Family Office first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 523 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.