Canvas Wealth Advisors’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSV
Canvas Wealth Advisors's DFSV Position: Q2 2026 in Review
Canvas Wealth Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 29% in Q2 2026, buying an estimated $341K and bringing the position to 40,580 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #67.
Canvas Wealth Advisors first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.
- Canvas Wealth Advisors held 40,580 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.57M as of Q2 2026.
- Canvas Wealth Advisors bought 9,136 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $341K.
- U.S. Small Cap Value Portfolio ETF Class Shares made up 0.22% of Canvas Wealth Advisors's portfolio in Q2 2026, its #67 holding.
- Canvas Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
- 586 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.
Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.