Yeomans Consulting Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Yeomans Consulting Group’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 Q2	–	Sell	-263,991	Closed	-$7.43M	–	101
2025 Q1	$7.43M	Buy	263,991 +17,037	+7%	+$516K	2.87%	12
2024 Q4	$7.6M	Buy	246,954 +39,267	+19%	+$1.24M	2.85%	12
2024 Q3	$6.4M	Buy	207,687 +580	+0.3%	+$17.4K	2.39%	12
2024 Q2	$5.96M	Buy	207,107 +3,064	+2%	+$88.9K	2.3%	10
2024 Q1	$6.14M	Sell	204,043 -9,956	-5%	-$284K	2.69%	10
2023 Q4	$6.23M	Buy	+213,999	New	+$5.55M	3.1%	9

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Yeomans Consulting Group's DFSV Position: Q2 2025 in Review

Yeomans Consulting Group sold out of Dimensional US Small Cap Value ETF (DFSV) in Q2 2025, closing a stake of 263,991 shares — an estimated $7.43M sold.

Yeomans Consulting Group first reported a position in DFSV in Q4 2023 and held it in 6 quarters. The position peaked at $7.6M in Q4 2024. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

Yeomans Consulting Group reported no remaining Dimensional US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Yeomans Consulting Group sold 263,991 Dimensional US Small Cap Value ETF shares in Q2 2025, an estimated $7.43M.
Yeomans Consulting Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and held it in 6 quarters.
Yeomans Consulting Group's Dimensional US Small Cap Value ETF position peaked at $7.6M in Q4 2024.
448 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2025.

Based on Yeomans Consulting Group's 13F filing for Q2 2025, filed 21 Jul 2025.