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

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 $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

Wealth Enhancement Advisory Services's DFSV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Small Cap Value ETF (DFSV) stake by 20% in Q2 2026, buying an estimated $5.13M and bringing the position to 826,860 shares worth $32.1M. The position accounts for 0.05% of the portfolio, ranked #303.

Wealth Enhancement Advisory Services first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.5M in Q4 2025. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 826,860 shares of Dimensional US Small Cap Value ETF worth $32.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 137,339 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $5.13M.
  • Dimensional US Small Cap Value ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #303 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Small Cap Value ETF position peaked at $33.5M in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.