PPA
DFSV

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

Painted Porch 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
2024
Q3 		– Sell
-140
Closed -$4.03K – 438
2024
Q2 		$4.03K Buy
+140
New +$4.06K ﹤0.01% 272

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Painted Porch Advisors's DFSV Position: Q3 2024 in Review

Painted Porch Advisors sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2024, closing a stake of 140 shares — an estimated $4.03K sold.

Painted Porch Advisors first reported a position in DFSV in Q2 2024 and held it in 1 quarter. The position peaked at $4.03K in Q2 2024. 329 funds tracked by Wall St. Rank hold DFSV as of Q3 2024.

  • Painted Porch Advisors reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Painted Porch Advisors sold 140 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2024, an estimated $4.03K.
  • Painted Porch Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Painted Porch Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $4.03K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2024.

Based on Painted Porch Advisors's 13F filing for Q3 2024, filed 14 Jul 2025.