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DFA US Small Cap Value ETF shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of DFA US Small Cap Value ETF shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 56k 38.10

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Wedmont Private Capital

Top funds holding DFA US Small Cap Value ETF

Clune & Associates
Apella Capital
Market Street Wealth Management Advisors
Financial Symmetry
Integrated Capital Management
Wedmont Private Capital
Acropolis Investment Management
Dorato Capital Management

View all funds holding DFA US Small Cap Value ETF