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DFA US Small Cap Value ETF shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management 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 Integris Wealth Management 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $24M 638k 37.47

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)
Caterpillar (CAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Integris Wealth Management

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