My Personal CFO LLC
DFSV icon

My Personal CFO LLC’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-333,662
Closed -$10.6M – 119
2025
Q3 		$10.6M Buy
+333,662
New +$10.4M 4.11% 7

Other funds holding DFSV

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

My Personal CFO LLC's DFSV Position: Q4 2025 in Review

My Personal CFO LLC sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q4 2025, closing a stake of 333,662 shares — an estimated $10.6M sold.

My Personal CFO LLC first reported a position in DFSV in Q3 2025 and held it in 1 quarter. The position peaked at $10.6M in Q3 2025. 527 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • My Personal CFO LLC reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 333,662 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q4 2025, an estimated $10.6M.
  • My Personal CFO LLC first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $10.6M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.