Bridge Generations Wealth Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Bridge Generations Wealth 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 Q1	–	Sell	-1,110	Closed	-$36.5K	–	58
2025 Q4	$36.5K	Hold	1,110	–	–	0.02%	46
2025 Q3	$35.3K	Hold	1,110	–	–	0.02%	48
2025 Q2	$32.7K	Hold	1,110	–	–	0.02%	46
2025 Q1	$31.2K	Buy	+1,110	New	+$33.6K	0.02%	49

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Bridge Generations Wealth Management's DFSV Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2026, closing a stake of 1,110 shares — an estimated $36.5K sold.

Bridge Generations Wealth Management first reported a position in DFSV in Q1 2025 and held it in 4 quarters. The position peaked at $36.5K in Q4 2025. 555 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Bridge Generations Wealth Management reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 1,110 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2026, an estimated $36.5K.
Bridge Generations Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2025 and held it in 4 quarters.
Bridge Generations Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $36.5K in Q4 2025.
555 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.