Clarity Wealth Development’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Clarity Wealth Development’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 Q2	$19.8M	Buy	511,635 +31,252	+7%	+$1.17M	11.02%	2
2026 Q1	$16.8M	Buy	480,383 +27,016	+6%	+$955K	13.74%	2
2025 Q4	$14.9M	Buy	453,367 +49,467	+12%	+$1.59M	12.61%	2
2025 Q3	$12.9M	Buy	403,900 +23,174	+6%	+$724K	11.62%	2
2025 Q2	$11.2M	Buy	380,726 +16,964	+5%	+$470K	11.16%	2
2025 Q1	$9.7M	Buy	363,762 +31,481	+9%	+$953K	10.78%	3
2024 Q4	$10.5M	Buy	+332,281	New	+$10.5M	11.44%	2

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

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

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

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

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

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

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Clarity Wealth Development's DFSV Position: Q2 2026 in Review

Clarity Wealth Development increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 6.5% in Q2 2026, buying an estimated $1.17M and bringing the position to 511,635 shares worth $19.8M. The position accounts for 11.02% of the portfolio, ranked #2.

Clarity Wealth Development first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Clarity Wealth Development held 511,635 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $19.8M as of Q2 2026.
Clarity Wealth Development bought 31,252 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.17M.
U.S. Small Cap Value Portfolio ETF Class Shares made up 11.02% of Clarity Wealth Development's portfolio in Q2 2026, its #2 holding.
Clarity Wealth Development first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.