DWS
BSVO icon

Discipline Wealth Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Discipline Wealth Solutions’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 		$891K Sell
30,529
-1,051
-3% -$29K 0.08% 88
2026
Q1 		$801K Sell
31,580
-677
-2% -$17.1K 0.08% 84
2025
Q4 		$752K Sell
32,257
-197
-0.6% -$4.52K 0.14% 83
2025
Q3 		$735K Buy
+32,454
New +$712K 0.19% 78

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Discipline Wealth Solutions's BSVO Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 3.3% in Q2 2026, selling an estimated $29K and leaving 30,529 shares worth $891K. The position accounts for 0.08% of the portfolio, ranked #88.

Discipline Wealth Solutions first reported a position in BSVO in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Discipline Wealth Solutions held 30,529 shares of EA Bridgeway Omni Small-Cap Value ETF worth $891K as of Q2 2026.
  • Discipline Wealth Solutions sold 1,051 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $29K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q2 2026, its #88 holding.
  • Discipline Wealth Solutions first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.