Guardian Wealth Advisors (North Carolina)’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-368	Closed	-$12.9K	–	413
2026 Q1	$12.9K	Buy	+368	New	+$13K	﹤0.01%	527
2025 Q3	–	Sell	-368	Closed	-$10.8K	–	381
2025 Q2	$10.8K	Hold	368	–	–	﹤0.01%	479
2025 Q1	$10.4K	Hold	368	–	–	﹤0.01%	462
2024 Q4	$11.3K	Hold	368	–	–	﹤0.01%	437
2024 Q3	$11.3K	Hold	368	–	–	﹤0.01%	378
2024 Q2	$10.6K	Hold	368	–	–	﹤0.01%	367
2024 Q1	$11.1K	Buy	+368	New	+$10.5K	﹤0.01%	384

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

Guardian Wealth Advisors (North Carolina)'s DFSV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026, closing a stake of 368 shares — an estimated $12.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DFSV in Q1 2024 and held it in 7 quarters. The position peaked at $12.9K in Q1 2026. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 368 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2024 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $12.9K in Q1 2026.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.