TFP
DFSV

Triune Financial Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Triune Financial 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 		$282K Hold
8,045
– – 0.07% 35
2025
Q4 		$283K Hold
8,045
– – 0.07% 35
2025
Q3 		$256K Hold
8,045
– – 0.06% 35
2025
Q2 		$237K Buy
+8,045
New +$223K 0.07% 31

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

Triune Financial Partners's DFSV Position: Q1 2026 in Review

Triune Financial Partners held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q1 2026 at 8,045 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #35.

Triune Financial Partners first reported a position in DFSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Triune Financial Partners held 8,045 shares of Dimensional US Small Cap Value ETF worth $282K as of Q1 2026.
  • Triune Financial Partners left its Dimensional US Small Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap Value ETF made up 0.07% of Triune Financial Partners's portfolio in Q1 2026, its #35 holding.
  • Triune Financial Partners first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Triune Financial Partners's Dimensional US Small Cap Value ETF position peaked at $283K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.