WHCI
DFSV

W.H. Cornerstone Investments’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

W.H. Cornerstone Investments’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 		$3.12M Sell
89,088
-22,430
-20% -$793K 1.95% 13
2025
Q4 		$3.67M Buy
111,518
+10,674
+11% +$343K 2.21% 11
2025
Q3 		$3.21M Buy
100,844
+2,862
+3% +$89.4K 1.96% 13
2025
Q2 		$2.88M Buy
97,982
+3,661
+4% +$101K 1.83% 13
2025
Q1 		$2.66M Buy
94,321
+34,996
+59% +$1.06M 1.83% 12
2024
Q4 		$1.83M Sell
59,325
-4,101
-6% -$130K 1.22% 14
2024
Q3 		$1.95M Sell
63,426
-16,026
-20% -$480K 1.32% 13
2024
Q2 		$2.29M Buy
79,452
+11,177
+16% +$324K 1.62% 13
2024
Q1 		$2.06M Buy
68,275
+29,279
+75% +$835K 1.48% 14
2023
Q4 		$1.14M Buy
+38,996
New +$1.01M 0.9% 30

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

W.H. Cornerstone Investments's DFSV Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 20% in Q1 2026, selling an estimated $793K and leaving 89,088 shares worth $3.12M. The position accounts for 1.95% of the portfolio, ranked #13.

W.H. Cornerstone Investments first reported a position in DFSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.67M in Q4 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • W.H. Cornerstone Investments held 89,088 shares of Dimensional US Small Cap Value ETF worth $3.12M as of Q1 2026.
  • W.H. Cornerstone Investments sold 22,430 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $793K.
  • Dimensional US Small Cap Value ETF made up 1.95% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #13 holding.
  • W.H. Cornerstone Investments first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • W.H. Cornerstone Investments's Dimensional US Small Cap Value ETF position peaked at $3.67M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.