DBK Financial Counsel’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

DBK Financial Counsel’s Portfolio BSVO Stock Details BSVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Hold	15,175	–	–	0.37%	47
2026 Q1	$385K	Hold	15,175	–	–	0.29%	52
2025 Q4	$354K	Hold	15,175	–	–	0.27%	50
2025 Q3	$344K	Hold	15,175	–	–	0.29%	50
2025 Q2	$309K	Hold	15,175	–	–	0.28%	48
2025 Q1	$295K	Hold	15,175	–	–	0.3%	46
2024 Q4	$329K	Hold	15,175	–	–	0.33%	45
2024 Q3	$335K	Hold	15,175	–	–	0.34%	45
2024 Q2	$309K	Hold	15,175	–	–	0.34%	43
2024 Q1	$323K	Buy	+15,175	New	+$309K	0.34%	43

Other funds holding BSVO

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SIMC

Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

KRW

Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return

Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCM

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return

DBK Financial Counsel's BSVO Position: Q2 2026 in Review

DBK Financial Counsel held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 15,175 shares worth $443K. The position accounts for 0.37% of the portfolio, ranked #47.

DBK Financial Counsel first reported a position in BSVO in Q1 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

DBK Financial Counsel held 15,175 shares of EA Bridgeway Omni Small-Cap Value ETF worth $443K as of Q2 2026.
DBK Financial Counsel left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.37% of DBK Financial Counsel's portfolio in Q2 2026, its #47 holding.
DBK Financial Counsel first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
91 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.