GWMI
DFSV

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

Guardian Wealth Management (Illinois)’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
2024
Q1 		– Sell
-190
Closed -$5.53K – 248
2023
Q4 		$5.53K Buy
+190
New +$4.93K ﹤0.01% 191

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Corient Private Wealth
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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DFSV Position: Q1 2024 in Review

Guardian Wealth Management (Illinois) sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2024, closing a stake of 190 shares — an estimated $5.53K sold.

Guardian Wealth Management (Illinois) first reported a position in DFSV in Q4 2023 and held it in 1 quarter. The position peaked at $5.53K in Q4 2023. 286 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

  • Guardian Wealth Management (Illinois) reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 190 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $5.53K.
  • Guardian Wealth Management (Illinois) first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $5.53K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2024, filed 14 May 2024.