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DFA US Small Cap Value ETF shares owned by BIP Wealth

Quarter-by-quarter ownership of DFA US Small Cap Value ETF (DFSV) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in DFA US Small Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including DFA US Small Cap Value ETF held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA US Small Cap Value ETF by BIP Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.2M 219k 37.47

More positions owned by BIP Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Cor Equ 2 Etf
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for BIP Wealth

Top funds holding DFA US Small Cap Value ETF

Mather Group
Modera Wealth Management
Wealth Enhancement Advisory Services
DiNuzzo Private Wealth
Stordahl Capital Management
Hassell Wealth Management
Park Avenue Securities
Clune & Associates
Retirement Solution
Integris Wealth Management
Chicago Partners Investment
Perigon Wealth Management
Apella Capital
Elser Financial Planning
Krilogy Financial

View all funds holding DFA US Small Cap Value ETF