WP
DFSV

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

WealthShield 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 		– Sell
-3,977
Closed -$139K – 427
2026
Q1 		$139K Buy
3,977
+13
+0.3% +$459 0.02% 378
2025
Q4 		$130K Buy
3,964
+16
+0.4% +$515 0.01% 372
2025
Q3 		$126K Buy
3,948
+18
+0.5% +$562 0.01% 373
2025
Q2 		$116K Buy
3,930
+18
+0.5% +$498 0.01% 365
2025
Q1 		$110K Buy
3,912
+11
+0.3% +$333 0.01% 364
2024
Q4 		$120K Sell
3,901
-158
-4% -$5K 0.02% 322
2024
Q3 		$125K Buy
4,059
+13
+0.3% +$390 0.02% 329
2024
Q2 		$116K Buy
4,046
+15
+0.4% +$435 0.02% 314
2024
Q1 		$121K Sell
4,031
-889
-18% -$25.4K 0.02% 305
2023
Q4 		$143K Sell
4,920
-443
-8% -$11.5K 0.02% 295
2023
Q3 		$136K Buy
5,363
+16
+0.3% +$422 0.02% 315
2023
Q2 		$137K Buy
5,347
+518
+11% +$12.7K 0.02% 309
2023
Q1 		$120K Buy
+4,829
New +$127K 0.02% 317

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

WealthShield Partners's DFSV Position: Q2 2026 in Review

WealthShield Partners sold out of Dimensional US Small Cap Value ETF (DFSV) in Q2 2026, closing a stake of 3,977 shares — an estimated $139K sold.

WealthShield Partners first reported a position in DFSV in Q1 2023 and held it in 13 quarters. The position peaked at $143K in Q4 2023. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • WealthShield Partners reported no remaining Dimensional US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 3,977 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $139K.
  • WealthShield Partners first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's Dimensional US Small Cap Value ETF position peaked at $143K in Q4 2023.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.