TWD
DFSV

True Wealth Design’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

True Wealth Design’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 		$2.16M Sell
61,662
-1,168
-2% -$41.3K 0.6% 17
2025
Q4 		$2.07M Sell
62,830
-813
-1% -$26.1K 0.61% 18
2025
Q3 		$2.03M Sell
63,643
-289
-0.5% -$9.03K 0.62% 18
2025
Q2 		$1.88M Sell
63,932
-3,186
-5% -$88.2K 0.66% 16
2025
Q1 		$1.89M Buy
67,118
+930
+1% +$28.1K 0.72% 13
2024
Q4 		$2.04M Sell
66,188
-12,835
-16% -$406K 0.79% 12
2024
Q3 		$2.43M Sell
79,023
-10,560
-12% -$316K 0.95% 11
2024
Q2 		$2.58M Sell
89,583
-30,537
-25% -$886K 0.64% 20
2024
Q1 		$3.62M Sell
120,120
-2,823
-2% -$80.5K 0.9% 16
2023
Q4 		$3.58M Buy
122,943
+5,761
+5% +$149K 1.01% 16
2023
Q3 		$2.97M Buy
117,182
+5,634
+5% +$149K 0.99% 16
2023
Q2 		$2.87M Buy
111,548
+998
+0.9% +$24.4K 1.05% 17
2023
Q1 		$2.76M Sell
110,550
-667
-0.6% -$17.5K 1.16% 18
2022
Q4 		$2.75M Buy
+111,217
New +$2.75M 1.27% 16

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