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DFA US Small Cap Value ETF shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $4.9M 131k 37.47

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Dfa Invt Dimensions Group In U.s. High Relati (DUHP)
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Amgen (AMGN)
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Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Forum Financial Management

Top funds holding DFA US Small Cap Value ETF

Mather Group
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
Trust Co of the South

View all funds holding DFA US Small Cap Value ETF