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

Kaufman Rossin 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	$367K	Buy	9,794 +2,619	+37%	+$104K	0.15%	84
2026 Q2	$277K	Hold	7,175	–	–	0.13%	81
2026 Q1	$251K	Hold	7,175	–	–	0.14%	86
2025 Q4	$236K	Hold	7,175	–	–	0.12%	134
2025 Q3	$228K	Hold	7,175	–	–	0.13%	131
2025 Q2	$211K	Buy	+7,175	New	+$199K	0.13%	125

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

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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Kaufman Rossin Wealth's DFSV Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 37% in Q3 2026, buying an estimated $104K and bringing the position to 9,794 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #84.

Kaufman Rossin Wealth first reported a position in DFSV in Q2 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Kaufman Rossin Wealth held 9,794 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $367K as of Q3 2026.
Kaufman Rossin Wealth bought 2,619 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $104K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.15% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #84 holding.
Kaufman Rossin Wealth first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.