Tucker Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Tucker Asset Management’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	–	Sell	-100	Closed	-$3.29K	–	530
2025 Q4	$3.29K	Buy	+100	New	+$3.22K	﹤0.01%	769
2025 Q1	–	Sell	-100	Closed	-$3.08K	–	446
2024 Q4	$3.08K	Hold	100	–	–	﹤0.01%	1113
2024 Q3	$3.08K	Hold	100	–	–	﹤0.01%	1061
2024 Q2	$2.88K	Hold	100	–	–	﹤0.01%	1224
2024 Q1	$3.01K	Hold	100	–	–	﹤0.01%	1226
2023 Q4	$2.91K	Hold	100	–	–	﹤0.01%	1049
2023 Q3	$2.53K	Buy	+100	New	+$2.64K	﹤0.01%	986

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 $9.37B AUM 23.82% 1-Year Est. Return

Tucker Asset Management's DFSV Position: Q1 2026 in Review

Tucker Asset Management sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2026, closing a stake of 100 shares — an estimated $3.29K sold.

Tucker Asset Management first reported a position in DFSV in Q3 2023 and held it in 7 quarters. The position peaked at $3.29K in Q4 2025. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Tucker Asset Management reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 100 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $3.29K.
Tucker Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and held it in 7 quarters.
Tucker Asset Management's Dimensional US Small Cap Value ETF position peaked at $3.29K in Q4 2025.
554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.