Acropolis Investment Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Acropolis Investment Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$277K	Sell	7,383 -770	-9%	-$30.4K	0.01%	249
2026 Q2	$316K	Sell	8,153 -4,063	-33%	-$152K	0.01%	238
2026 Q1	$428K	Buy	12,216 +1,393	+13%	+$49.2K	0.02%	195
2025 Q4	$356K	Buy	10,823 +1,705	+19%	+$54.8K	0.02%	214
2025 Q3	$268K	Hold	9,118	–	–	0.01%	227
2025 Q2	$268K	Hold	9,118	–	–	0.01%	206
2025 Q1	$257K	Buy	9,118 +335	+4%	+$10.1K	0.02%	202
2024 Q4	$270K	Buy	8,783 +2,683	+44%	+$85K	0.02%	203
2024 Q3	$188K	Buy	+6,100	New	+$183K	0.01%	223

Other funds holding DFSV

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Acropolis Investment Management's DFSV Position: Q3 2026 in Review

Acropolis Investment Management reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 9.4% in Q3 2026, selling an estimated $30.4K and leaving 7,383 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #249.

Acropolis Investment Management first reported a position in DFSV in Q3 2024 and has held it in 9 quarters since. The position peaked at $428K in Q1 2026. 12 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Acropolis Investment Management held 7,383 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $277K as of Q3 2026.
Acropolis Investment Management sold 770 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $30.4K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #249 holding.
Acropolis Investment Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
Acropolis Investment Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $428K in Q1 2026.
12 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.