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

HMV Wealth 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	$2.35M	Buy	60,555 +10,695	+21%	+$400K	0.91%	24
2026 Q1	$1.75M	Buy	49,860 +19,400	+64%	+$686K	0.82%	24
2025 Q4	$1M	Sell	30,460 -5,445	-15%	-$175K	0.5%	31
2025 Q3	$1.14M	Buy	35,905 +1,000	+3%	+$31.2K	0.63%	31
2025 Q2	$1.03M	Sell	34,905 -7,900	-18%	-$219K	0.67%	30
2025 Q1	$1.2M	Sell	42,805 -215	-0.5%	-$6.51K	0.96%	31
2024 Q4	$1.32M	Buy	+43,020	New	+$1.36M	1.33%	24

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

HMV Wealth Advisors's DFSV Position: Q2 2026 in Review

HMV Wealth Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 21% in Q2 2026, buying an estimated $400K and bringing the position to 60,555 shares worth $2.35M. The position accounts for 0.91% of the portfolio, ranked #24.

HMV Wealth Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

HMV Wealth Advisors held 60,555 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $2.35M as of Q2 2026.
HMV Wealth Advisors bought 10,695 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $400K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.91% of HMV Wealth Advisors's portfolio in Q2 2026, its #24 holding.
HMV Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
585 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.