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

Kingswood 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	$3.06M	Sell	78,895 -3,420	-4%	-$128K	0.12%	184
2026 Q1	$2.88M	Buy	82,315 +12,840	+18%	+$454K	0.14%	172
2025 Q4	$2.29M	Buy	69,475 +229	+0.3%	+$7.37K	0.11%	189
2025 Q3	$2.2M	Buy	69,246 +921	+1%	+$28.8K	0.13%	167
2025 Q2	$2.01M	Sell	68,325 -4,021	-6%	-$111K	0.16%	140
2025 Q1	$2.04M	Buy	72,346 +2,208	+3%	+$66.8K	0.19%	132
2024 Q4	$2.16M	Buy	70,138 +50,133	+251%	+$1.59M	0.16%	141
2024 Q3	$616K	Buy	+20,005	New	+$600K	0.04%	403

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

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

Kingswood Wealth Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 4.2% in Q2 2026, selling an estimated $128K and leaving 78,895 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #184.

Kingswood Wealth Advisors first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Kingswood Wealth Advisors held 78,895 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $3.06M as of Q2 2026.
Kingswood Wealth Advisors sold 3,420 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $128K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Kingswood Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.