VPWA
DFSV

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
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

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 $4.14B AUM 21.49% 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

Vestia Personal Wealth Advisors's DFSV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8.1% in Q1 2026, buying an estimated $803K and bringing the position to 302,774 shares worth $10.6M. The position accounts for 4.99% of the portfolio, ranked #6.

Vestia Personal Wealth Advisors 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.

  • Vestia Personal Wealth Advisors held 302,774 shares of Dimensional US Small Cap Value ETF worth $10.6M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 22,713 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $803K.
  • Dimensional US Small Cap Value ETF made up 4.99% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.