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

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

Historical chart of Perigon 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 Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $21M 565k 37.47

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Us Quality Etf (QLTY)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Dimensional Etf Trust Us Cor Equ 2 Etf
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Perigon 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