Live Oak Private Wealth’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Live Oak Private 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 Q2	$303K	Buy	+7,823	New	+$292K	0.04%	178

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

Live Oak Private Wealth's DFSV Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026: 7,823 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

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

Live Oak Private Wealth held 7,823 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $303K as of Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares was a new Live Oak Private Wealth position in Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #178 holding.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.