Two Sigma Investments
DFSV

Two Sigma Investments’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Two Sigma Investments’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
-285,500
Closed -$9.39M – 4660
2025
Q4 		$9.39M Buy
285,500
+161,200
+130% +$5.18M 0.01% 1170
2025
Q3 		$3.96M Buy
+124,300
New +$3.88M 0.01% 1633
2025
Q2 		– Sell
-31,500
Closed -$887K – 3244
2025
Q1 		$887K Sell
31,500
-32,100
-50% -$971K ﹤0.01% 2242
2024
Q4 		$1.96M Buy
+63,600
New +$2.01M ﹤0.01% 1730
2024
Q2 		– Sell
-17,500
Closed -$527K – 3093
2024
Q1 		$527K Sell
17,500
-48,200
-73% -$1.37M ﹤0.01% 2306
2023
Q4 		$1.91M Sell
65,700
-8,700
-12% -$226K ﹤0.01% 1599
2023
Q3 		$1.89M Buy
+74,400
New +$1.96M 0.01% 1438

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