WAP
DFSV

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

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return