Wedmont Private Capital’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wedmont Private Capital’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	$2.04M	Buy	52,701 +14	+0%	+$523	0.06%	185
2026 Q1	$1.91M	Buy	52,687 +1,582	+3%	+$55.9K	0.06%	173
2025 Q4	$1.73M	Buy	51,105 +10,392	+26%	+$334K	0.06%	179
2025 Q3	$1.3M	Buy	40,713 +116	+0.3%	+$3.62K	0.05%	221
2025 Q2	$1.25M	Buy	40,597 +21,177	+109%	+$586K	0.05%	217
2025 Q1	$491K	Buy	+19,420	New	+$588K	0.03%	393
2023 Q4	–	Sell	-13,100	Closed	-$326K	–	577
2023 Q3	$326K	Buy	+13,100	New	+$346K	0.03%	349

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return