DFSV — DFA US Small Cap Value /Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA US Small Cap Value /Dimensional ETF Trust (DFSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.5% (2023 Q3)

Avg. % of fund

2.23%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	98,990	-2,000	-2.0%	1.86%	$3.3M	$32.89
2025 Q3	REDUCED	100,990	-3,875	-3.7%	1.99%	$3.2M	$31.71
2025 Q2	ADDED	104,865	+2,080	+2.0%	2.06%	$3.1M	$29.18
2025 Q1	ADDED	102,785	+10,040	+10.8%	2.13%	$2.9M	$27.78

% of Fund (quarterly) DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%

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