WPA
DFSV

Wealth Preservation Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealth Preservation 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 		$1.19M Sell
34,048
-2,825
-8% -$99.8K 0.99% 15
2025
Q4 		$1.21M Sell
36,873
-2,116
-5% -$68.1K 0.61% 20
2025
Q3 		$1.24M Sell
38,989
-4,799
-11% -$150K 0.72% 17
2025
Q2 		$1.29M Sell
43,788
-3,830
-8% -$106K 0.79% 18
2025
Q1 		$1.34M Buy
+47,618
New +$1.44M 0.96% 17

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 $3.63B AUM 17.91% 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

Wealth Preservation Advisors's DFSV Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 7.7% in Q1 2026, selling an estimated $99.8K and leaving 34,048 shares worth $1.19M. The position accounts for 0.99% of the portfolio, ranked #15.

Wealth Preservation Advisors first reported a position in DFSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q1 2025. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Wealth Preservation Advisors held 34,048 shares of Dimensional US Small Cap Value ETF worth $1.19M as of Q1 2026.
  • Wealth Preservation Advisors sold 2,825 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $99.8K.
  • Dimensional US Small Cap Value ETF made up 0.99% of Wealth Preservation Advisors's portfolio in Q1 2026, its #15 holding.
  • Wealth Preservation Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Dimensional US Small Cap Value ETF position peaked at $1.34M in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.