United Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

United Wealth 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 Q2	$35.1M	Buy	904,345 +5,136	+0.6%	+$192K	7.89%	4
2026 Q1	$31.5M	Buy	899,209 +15,260	+2%	+$539K	7.83%	4
2025 Q4	$29.1M	Buy	883,949 +32,026	+4%	+$1.03M	7.52%	4
2025 Q3	$27.1M	Buy	851,923 +8,555	+1%	+$267K	7.38%	5
2025 Q2	$24.8M	Buy	843,368 +38,035	+5%	+$1.05M	7.21%	5
2025 Q1	$22.7M	Buy	805,333 +97,536	+14%	+$2.95M	7.1%	5
2024 Q4	$21.8M	Buy	+707,797	New	+$22.4M	7.34%	5

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

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

RWM

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

United Wealth Management's DFSV Position: Q2 2026 in Review

United Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.57% in Q2 2026, buying an estimated $192K and bringing the position to 904,345 shares worth $35.1M. The position accounts for 7.89% of the portfolio, ranked #4.

United Wealth Management first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

United Wealth Management held 904,345 shares of Dimensional US Small Cap Value ETF worth $35.1M as of Q2 2026.
United Wealth Management bought 5,136 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $192K.
Dimensional US Small Cap Value ETF made up 7.89% of United Wealth Management's portfolio in Q2 2026, its #4 holding.
United Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.