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

Petersen Hastings 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	$1.21M	Buy	31,135 +125	+0.4%	+$4.67K	0.1%	35
2026 Q1	$1.09M	Sell	31,010 -75	-0.2%	-$2.65K	0.1%	37
2025 Q4	$1.02M	Buy	+31,085	New	+$1,000K	0.1%	38

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

Petersen Hastings Wealth Advisors's DFSV Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 0.4% in Q2 2026, buying an estimated $4.67K and bringing the position to 31,135 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #35.

Petersen Hastings Wealth Advisors first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Petersen Hastings Wealth Advisors held 31,135 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.21M as of Q2 2026.
Petersen Hastings Wealth Advisors bought 125 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.67K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.1% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Petersen Hastings Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.