DecisionPoint Financial
DFSV icon

DecisionPoint Financial’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

DecisionPoint Financial’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 		$203K Buy
5,360
+1,306
+32% +$51.6K 0.04% 66
2026
Q2 		$157K Buy
4,054
+1,447
+56% +$54.1K 0.03% 62
2026
Q1 		$91.4K Buy
2,607
+872
+50% +$30.8K 0.02% 69
2025
Q4 		$57.1K Buy
1,735
+118
+7% +$3.8K 0.01% 84
2025
Q3 		$51.8K Buy
1,617
+827
+105% +$25.8K 0.01% 76
2025
Q2 		$23.9K Buy
790
+380
+93% +$10.5K 0.01% 115
2025
Q1 		$11.5K Hold
410
– – ﹤0.01% 152
2024
Q4 		$12.6K Hold
410
– – ﹤0.01% 144
2024
Q3 		$12.6K Hold
410
– – ﹤0.01% 147
2024
Q2 		$13K Hold
410
– – ﹤0.01% 144
2024
Q1 		$11.8K Hold
410
– – ﹤0.01% 158
2023
Q4 		$11.9K Buy
+410
New +$10.6K 0.01% 124

Other funds holding DFSV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
Hassell Wealth Management
Hassell Wealth Management Houma, Louisiana $332M AUM 9.53% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DecisionPoint Financial's DFSV Position: Q3 2026 in Review

DecisionPoint Financial increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 32% in Q3 2026, buying an estimated $51.6K and bringing the position to 5,360 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #66.

DecisionPoint Financial first reported a position in DFSV in Q4 2023 and has held it in 12 quarters since. 138 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • DecisionPoint Financial held 5,360 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $203K as of Q3 2026.
  • DecisionPoint Financial bought 1,306 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $51.6K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.04% of DecisionPoint Financial's portfolio in Q3 2026, its #66 holding.
  • DecisionPoint Financial first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
  • 138 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.