Wealthfront Advisers
DFSV

Wealthfront Advisers’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealthfront Advisers’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 		$3.53M Buy
91,106
+7,729
+9% +$289K 0.01% 507
2026
Q1 		$2.92M Buy
83,377
+8,308
+11% +$294K 0.01% 539
2025
Q4 		$2.47M Buy
75,069
+27,408
+58% +$882K 0.01% 556
2025
Q3 		$1.52M Buy
47,661
+7,439
+18% +$232K ﹤0.01% 630
2025
Q2 		$1.18M Sell
40,222
-33,040
-45% -$915K ﹤0.01% 649
2025
Q1 		$2.06M Buy
73,262
+803
+1% +$24.3K 0.01% 527
2024
Q4 		$2.23M Buy
72,459
+14,227
+24% +$450K 0.01% 503
2024
Q3 		$1.79M Sell
58,232
-2,822
-5% -$84.6K 0.01% 526
2024
Q2 		$1.76M Buy
61,054
+24,800
+68% +$720K 0.01% 516
2024
Q1 		$1.09M Buy
36,254
+16,320
+82% +$465K ﹤0.01% 597
2023
Q4 		$580K Buy
19,934
+5,236
+36% +$136K ﹤0.01% 685
2023
Q3 		$372K Buy
+14,698
New +$388K ﹤0.01% 740

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 $77.5B AUM 28.19% 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

Wealthfront Advisers's DFSV Position: Q2 2026 in Review

Wealthfront Advisers increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9.3% in Q2 2026, buying an estimated $289K and bringing the position to 91,106 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #507.

Wealthfront Advisers first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Wealthfront Advisers held 91,106 shares of Dimensional US Small Cap Value ETF worth $3.53M as of Q2 2026.
  • Wealthfront Advisers bought 7,729 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $289K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #507 holding.
  • Wealthfront Advisers first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.