WA
DFSV

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

Wealthstream 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
2025
Q3 		$425K Buy
13,345
+59
+0.4% +$1.84K 0.06% 99
2025
Q2 		$391K Buy
13,286
+62
+0.5% +$1.72K 0.07% 99
2025
Q1 		$372K Buy
13,224
+37
+0.3% +$1.12K 0.07% 92
2024
Q4 		$406K Buy
13,187
+57
+0.4% +$1.8K 0.08% 87
2024
Q3 		$404K Buy
+13,130
New +$394K 0.07% 83

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Wealthstream Advisors's DFSV Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.44% in Q3 2025, buying an estimated $1.84K and bringing the position to 13,345 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #99.

Wealthstream Advisors first reported a position in DFSV in Q3 2024 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Wealthstream Advisors held 13,345 shares of Dimensional US Small Cap Value ETF worth $425K as of Q3 2025.
  • Wealthstream Advisors bought 59 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $1.84K.
  • Dimensional US Small Cap Value ETF made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #99 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.