VAMG
DFSV

Voisard Asset Management Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Voisard Asset Management 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 		$431K Sell
11,103
-2,238
-17% -$83.7K 0.08% 73
2026
Q1 		$467K Sell
13,341
-20
-0.1% -$707 0.1% 69
2025
Q4 		$439K Buy
13,361
+2,640
+25% +$84.9K 0.09% 64
2025
Q3 		$341K Buy
10,721
+20
+0.2% +$625 0.08% 71
2025
Q2 		$315K Buy
+10,701
New +$296K 0.08% 70

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Voisard Asset Management Group's DFSV Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q2 2026, selling an estimated $83.7K and leaving 11,103 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #73.

Voisard Asset Management Group first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $467K in Q1 2026. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Voisard Asset Management Group held 11,103 shares of Dimensional US Small Cap Value ETF worth $431K as of Q2 2026.
  • Voisard Asset Management Group sold 2,238 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $83.7K.
  • Dimensional US Small Cap Value ETF made up 0.08% of Voisard Asset Management Group's portfolio in Q2 2026, its #73 holding.
  • Voisard Asset Management Group first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Voisard Asset Management Group's Dimensional US Small Cap Value ETF position peaked at $467K in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.