Hazlett, Burt & Watson’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Hazlett, Burt & Watson’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	$52K	Buy	+1,345	New	+$50.3K	0.01%	462

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

Hazlett, Burt & Watson's DFSV Position: Q2 2026 in Review

Hazlett, Burt & Watson opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026: 1,345 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings.

584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Hazlett, Burt & Watson held 1,345 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $52K as of Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares was a new Hazlett, Burt & Watson position in Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #462 holding.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.