Wealthcare Advisory Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealthcare Advisory Partners’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	$3.41M	Buy	87,790 +2,102	+2%	+$78.6K	0.06%	244
2026 Q1	$3M	Sell	85,688 -53,001	-38%	-$1.87M	0.06%	273
2025 Q4	$4.56M	Buy	138,689 +8,761	+7%	+$282K	0.09%	197
2025 Q3	$4.14M	Buy	129,928 +1,502	+1%	+$46.9K	0.09%	193
2025 Q2	$3.78M	Buy	128,426 +15,090	+13%	+$418K	0.09%	192
2025 Q1	$3.19M	Buy	113,336 +66,252	+141%	+$2M	0.09%	205
2024 Q4	$1.45M	Sell	47,084 -16,076	-25%	-$509K	0.04%	339
2024 Q3	$1.95M	Buy	63,160 +6,083	+11%	+$182K	0.06%	274
2024 Q2	$1.64M	Buy	57,077 +17,476	+44%	+$507K	0.05%	271
2024 Q1	$1.19M	Buy	39,601 +2,180	+6%	+$62.2K	0.04%	330
2023 Q4	$1.09M	Buy	37,421 +19,500	+109%	+$506K	0.04%	300
2023 Q3	$454K	Sell	17,921 -35,787	-67%	-$944K	0.02%	455
2023 Q2	$1.38M	Buy	53,708 +10,222	+24%	+$250K	0.06%	236
2023 Q1	$1.08M	Buy	+43,486	New	+$1.14M	0.05%	275

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Wealthcare Advisory Partners's DFSV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.5% in Q2 2026, buying an estimated $78.6K and bringing the position to 87,790 shares worth $3.41M. The position accounts for 0.06% of the portfolio, ranked #244.

Wealthcare Advisory Partners first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.56M in Q4 2025. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Wealthcare Advisory Partners held 87,790 shares of Dimensional US Small Cap Value ETF worth $3.41M as of Q2 2026.
Wealthcare Advisory Partners bought 2,102 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $78.6K.
Dimensional US Small Cap Value ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #244 holding.
Wealthcare Advisory Partners first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Dimensional US Small Cap Value ETF position peaked at $4.56M in Q4 2025.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.