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GER Loftin Wealth Advisors LLC’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$230K Buy
+6,134
New +$242K 0.07% 63

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Ritholtz Wealth Management
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Focus Partners Wealth
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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
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Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
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Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's DFSV Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026: 6,134 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings.

340 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 6,134 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $230K as of Q3 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.07% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #63 holding.
  • 340 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.