VFG
DFSV

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
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

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 $11.5B AUM 18.82% 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

V2 Financial group's DFSV Position: Q1 2026 in Review

V2 Financial group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.5% in Q1 2026, buying an estimated $152K and bringing the position to 127,767 shares worth $4.48M. The position accounts for 2.09% of the portfolio, ranked #6.

V2 Financial group first reported a position in DFSV in Q2 2024 and has held it in 8 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • V2 Financial group held 127,767 shares of Dimensional US Small Cap Value ETF worth $4.48M as of Q1 2026.
  • V2 Financial group bought 4,308 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $152K.
  • Dimensional US Small Cap Value ETF made up 2.09% of V2 Financial group's portfolio in Q1 2026, its #6 holding.
  • V2 Financial group first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.