FIT
DFSV

Financially in Tune’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Financially in Tune’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
Q1 		$1.68M Buy
47,917
+4,423
+10% +$156K 1.44% 16
2025
Q4 		$1.43M Buy
+43,494
New +$1.4M 1.34% 19

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Financially in Tune's DFSV Position: Q1 2026 in Review

Financially in Tune increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 10% in Q1 2026, buying an estimated $156K and bringing the position to 47,917 shares worth $1.68M. The position accounts for 1.44% of the portfolio, ranked #16.

Financially in Tune first reported a position in DFSV in Q4 2025 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Financially in Tune held 47,917 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.68M as of Q1 2026.
  • Financially in Tune bought 4,423 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2026, an estimated $156K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 1.44% of Financially in Tune's portfolio in Q1 2026, its #16 holding.
  • Financially in Tune first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.