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

Vestia Personal 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	$13M	Buy	334,579 +31,805	+11%	+$1.19M	5.07%	5
2026 Q1	$10.6M	Buy	302,774 +22,713	+8%	+$803K	4.99%	6
2025 Q4	$9.94M	Buy	280,061 +48,947	+21%	+$1.57M	5.05%	6
2025 Q3	$7.36M	Buy	231,114 +38,457	+20%	+$1.2M	4.26%	6
2025 Q2	$5.67M	Buy	192,657 +42,834	+29%	+$1.19M	3.88%	7
2025 Q1	$4.22M	Buy	149,823 +35,009	+30%	+$1.06M	3.34%	8
2024 Q4	$3.53M	Buy	114,814 +16,979	+17%	+$538K	2.91%	10
2024 Q3	$3.01M	Buy	97,835 +13,228	+16%	+$396K	2.84%	10
2024 Q2	$2.43M	Buy	+84,607	New	+$2.46M	2.6%	11

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

Vestia Personal Wealth Advisors's DFSV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 11% in Q2 2026, buying an estimated $1.19M and bringing the position to 334,579 shares worth $13M. The position accounts for 5.07% of the portfolio, ranked #5.

Vestia Personal Wealth Advisors first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Vestia Personal Wealth Advisors held 334,579 shares of Dimensional US Small Cap Value ETF worth $13M as of Q2 2026.
Vestia Personal Wealth Advisors bought 31,805 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.19M.
Dimensional US Small Cap Value ETF made up 5.07% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.