Garrison Point Advisors’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Garrison Point Advisors’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	$526K	Buy	13,572 +5,945	+78%	+$222K	0.21%	107
2026 Q1	$267K	Buy	+7,627	New	+$270K	0.12%	147

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

Garrison Point Advisors's DFSV Position: Q2 2026 in Review

Garrison Point Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 78% in Q2 2026, buying an estimated $222K and bringing the position to 13,572 shares worth $526K. The position accounts for 0.21% of the portfolio, ranked #107.

Garrison Point Advisors first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Garrison Point Advisors held 13,572 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $526K as of Q2 2026.
Garrison Point Advisors bought 5,945 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $222K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.21% of Garrison Point Advisors's portfolio in Q2 2026, its #107 holding.
Garrison Point Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.