SEC 13F Intelligence

Nalls Sherbakoff Group, LLC / DFSV

Nalls Sherbakoff Group, LLC’s Dimensional Etf Trust Position

Does Nalls Sherbakoff Group, LLC own Dimensional Etf Trust (DFSV)? Yes70.6K shares worth $2M (+1.52% of its 13F portfolio) as of Q1 2026, down from 74.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
70.6K
% of Portfolio
+1.52%
Quarters Held
3
currently held

Position History DFSV

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q1 ’24: $2MQ1 ’24Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.6K$2M+1.52%
Q1 202474.8K$2M+1.94%
Q3 202372.3K$2M+1.78%

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