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

DeLarme 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 Q2	$708K	Sell	18,240 -2,145	-11%	-$80.2K	0.41%	35
2026 Q1	$714K	Sell	20,385 -175	-0.9%	-$6.18K	0.46%	35
2025 Q4	$676K	Buy	+20,560	New	+$661K	0.48%	34

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

RWM

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

MWM

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

IFA

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

DeLarme Wealth Management's DFSV Position: Q2 2026 in Review

DeLarme Wealth Management reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 11% in Q2 2026, selling an estimated $80.2K and leaving 18,240 shares worth $708K. The position accounts for 0.41% of the portfolio, ranked #35.

DeLarme Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $714K in Q1 2026. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

DeLarme Wealth Management held 18,240 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $708K as of Q2 2026.
DeLarme Wealth Management sold 2,145 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $80.2K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.41% of DeLarme Wealth Management's portfolio in Q2 2026, its #35 holding.
DeLarme Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
DeLarme Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $714K in Q1 2026.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on DeLarme Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.