Graves Light Lenhart Wealth’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-19,732	Closed	-$765K	–	199
2026 Q2	$765K	Buy	19,732 +47	+0.2%	+$1.76K	0.07%	103
2026 Q1	$690K	Buy	19,685 +44	+0.2%	+$1.56K	0.07%	101
2025 Q4	$646K	Buy	19,641 +58	+0.3%	+$1.86K	0.07%	105
2025 Q3	$624K	Buy	19,583 +59	+0.3%	+$1.84K	0.07%	104
2025 Q2	$575K	Buy	19,524 +59	+0.3%	+$1.63K	0.07%	107
2025 Q1	$548K	Buy	19,465 +35	+0.2%	+$1.06K	0.07%	107
2024 Q4	$598K	Buy	19,430 +55	+0.3%	+$1.74K	0.07%	104
2024 Q3	$597K	Buy	19,375 +40	+0.2%	+$1.2K	0.07%	102
2024 Q2	$551K	Buy	19,335 +50	+0.3%	+$1.45K	0.06%	106
2024 Q1	$580K	Buy	19,285 +679	+4%	+$19.4K	0.07%	103
2023 Q4	$542K	Buy	18,606 +1,978	+12%	+$51.3K	0.07%	106
2023 Q3	$410K	Buy	16,628 +3,858	+30%	+$102K	0.06%	116
2023 Q2	$328K	Hold	12,770	–	–	0.04%	135
2023 Q1	$318K	Hold	12,770	–	–	0.05%	125
2022 Q4	$316K	Hold	12,770	–	–	0.05%	131
2022 Q3	$278K	Buy	12,770 +12,000	+1,558%	+$287K	0.05%	138
2022 Q2	$17K	Buy	+770	New	+$18.8K	﹤0.01%	436

Other funds holding DFSV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Graves Light Lenhart Wealth's DFSV Position: Q3 2026 in Review

Graves Light Lenhart Wealth sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 19,732 shares — an estimated $765K sold.

Graves Light Lenhart Wealth first reported a position in DFSV in Q2 2022 and held it in 17 quarters. The position peaked at $765K in Q2 2026. 296 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Graves Light Lenhart Wealth reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Graves Light Lenhart Wealth sold 19,732 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $765K.
Graves Light Lenhart Wealth first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2022 and held it in 17 quarters.
Graves Light Lenhart Wealth's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $765K in Q2 2026.
296 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.