Wealth Enhancement Advisory Services
DFSV

Wealth Enhancement Advisory Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealth Enhancement Advisory Services’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 		$32.1M Buy
826,860
+137,339
+20% +$5.13M 0.05% 303
2026
Q1 		$24.3M Sell
689,521
-290,599
-30% -$10.3M 0.05% 336
2025
Q4 		$33.5M Sell
980,120
-20,088
-2% -$646K 0.05% 339
2025
Q3 		$31.9M Buy
1,000,208
+104,270
+12% +$3.26M 0.05% 325
2025
Q2 		$27.6M Buy
895,938
+111,600
+14% +$3.09M 0.05% 340
2025
Q1 		$22.1M Buy
784,338
+56,377
+8% +$1.71M 0.04% 369
2024
Q4 		$22.4M Buy
727,961
+163,534
+29% +$5.18M 0.04% 351
2024
Q3 		$17.4M Buy
564,427
+135,724
+32% +$4.07M 0.04% 377
2024
Q2 		$12.3M Buy
428,703
+31,162
+8% +$904K 0.03% 429
2024
Q1 		$12M Buy
397,541
+35,232
+10% +$1M 0.03% 426
2023
Q4 		$10.6M Buy
362,309
+26,338
+8% +$683K 0.03% 419
2023
Q3 		$8.51M Buy
+335,971
New +$8.86M 0.03% 443

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
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return