VWA
DFSV

Valued Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Valued Wealth Advisors’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 		$1.75M Sell
45,093
-8
-0% -$299 0.64% 21
2026
Q1 		$1.58M Buy
45,101
+21,538
+91% +$761K 0.64% 21
2025
Q4 		$775K Buy
23,563
+307
+1% +$9.87K 0.34% 23
2025
Q3 		$740K Buy
23,256
+2
+0% +$62 0.34% 25
2025
Q2 		$684K Buy
23,254
+2,159
+10% +$59.8K 0.36% 24
2025
Q1 		$594K Buy
+21,095
New +$638K 0.36% 25

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Valued Wealth Advisors's DFSV Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.02% in Q2 2026, selling an estimated $299 and leaving 45,093 shares worth $1.75M. The position accounts for 0.64% of the portfolio, ranked #21.

Valued Wealth Advisors first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Valued Wealth Advisors held 45,093 shares of Dimensional US Small Cap Value ETF worth $1.75M as of Q2 2026.
  • Valued Wealth Advisors sold 8 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $299.
  • Dimensional US Small Cap Value ETF made up 0.64% of Valued Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Valued Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.