TI
DFSV

Truepoint Inc’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Truepoint Inc’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 		$47M Buy
1,341,481
+4,277
+0.3% +$151K 1.05% 19
2025
Q4 		$44M Sell
1,337,204
-13,822
-1% -$445K 0.99% 20
2025
Q3 		$43M Sell
1,351,026
-23,990
-2% -$749K 1% 20
2025
Q2 		$40.5M Buy
1,375,016
+386,617
+39% +$10.7M 1.01% 20
2025
Q1 		$27.8M Buy
988,399
+354,582
+56% +$10.7M 0.75% 21
2024
Q4 		$19.5M Sell
633,817
-24,405
-4% -$773K 0.52% 24
2024
Q3 		$20.3M Sell
658,222
-14,940
-2% -$448K 0.54% 24
2024
Q2 		$19.4M Sell
673,162
-18,065
-3% -$524K 0.55% 24
2024
Q1 		$20.8M Sell
691,227
-38,096
-5% -$1.09M 0.59% 23
2023
Q4 		$21.2M Buy
729,323
+40,399
+6% +$1.05M 0.62% 24
2023
Q3 		$17.5M Sell
688,924
-18,520
-3% -$489K 0.56% 24
2023
Q2 		$18.2M Sell
707,444
-36,323
-5% -$889K 0.6% 23
2023
Q1 		$18.5M Sell
743,767
-53,370
-7% -$1.4M 0.64% 23
2022
Q4 		$19.7M Sell
797,137
-188,772
-19% -$4.67M 0.71% 21
2022
Q3 		$21.5M Buy
985,909
+231,654
+31% +$5.55M 1.1% 20
2022
Q2 		$17M Buy
+754,255
New +$18.4M 0.89% 17

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

Truepoint Inc's DFSV Position: Q1 2026 in Review

Truepoint Inc increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.32% in Q1 2026, buying an estimated $151K and bringing the position to 1,341,481 shares worth $47M. The position accounts for 1.05% of the portfolio, ranked #19.

Truepoint Inc first reported a position in DFSV in Q2 2022 and has held it in 16 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Truepoint Inc held 1,341,481 shares of Dimensional US Small Cap Value ETF worth $47M as of Q1 2026.
  • Truepoint Inc bought 4,277 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $151K.
  • Dimensional US Small Cap Value ETF made up 1.05% of Truepoint Inc's portfolio in Q1 2026, its #19 holding.
  • Truepoint Inc first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.