SEC 13F Intelligence

Richardson Capital Management LLC / DFSV

Richardson Capital Management LLC’s Dimensional Etf Trust Position

Does Richardson Capital Management LLC own Dimensional Etf Trust (DFSV)? Yes — 146.9K shares worth $5M (+2.48% of its 13F portfolio) as of Q1 2026, up from 1.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
146.9K
% of Portfolio
+2.48%
Quarters Held
2
currently held

Position History DFSV

Reported value by quarter
Q4 ’25: $63,363Q4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.9K$5M+2.48%
Q4 20251.9K$63,363+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richardson Capital Management LLC’s full portfolio or all institutional holders of DFSV.