V2 Financial group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

V2 Financial group’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	$5.9M	Buy	152,178 +24,411	+19%	+$912K	2.2%	7
2026 Q1	$4.48M	Buy	127,767 +4,308	+3%	+$152K	2.09%	6
2025 Q4	$4.06M	Buy	123,459 +48,937	+66%	+$1.57M	2%	7
2025 Q3	$2.37M	Buy	74,522 +2,948	+4%	+$92.1K	1.31%	9
2025 Q2	$2.11M	Buy	71,574 +503	+0.7%	+$13.9K	1.27%	11
2025 Q1	$2M	Sell	71,071 -3,242	-4%	-$98.1K	1.29%	12
2024 Q4	$2.29M	Buy	74,313 +1,368	+2%	+$43.3K	1.39%	12
2024 Q3	$2.25M	Sell	72,945 -516	-0.7%	-$15.5K	1.45%	13
2024 Q2	$2.3M	Buy	+73,461	New	+$2.13M	1.54%	12

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 $72.2B AUM 27.85% 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

V2 Financial group's DFSV Position: Q2 2026 in Review

V2 Financial group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 19% in Q2 2026, buying an estimated $912K and bringing the position to 152,178 shares worth $5.9M. The position accounts for 2.2% of the portfolio, ranked #7.

V2 Financial group first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

V2 Financial group held 152,178 shares of Dimensional US Small Cap Value ETF worth $5.9M as of Q2 2026.
V2 Financial group bought 24,411 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $912K.
Dimensional US Small Cap Value ETF made up 2.2% of V2 Financial group's portfolio in Q2 2026, its #7 holding.
V2 Financial group first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.