Physician Wealth Advisors
DFSV icon

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

Physician 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
Q3 		$742K Sell
19,800
-70
-0.4% -$2.77K 0.09% 102
2026
Q2 		$771K Buy
19,870
+103
+0.5% +$3.85K 0.09% 92
2026
Q1 		$693K Buy
19,767
+122
+0.6% +$4.31K 0.1% 86
2025
Q4 		$646K Buy
19,645
+101
+0.5% +$3.25K 0.09% 89
2025
Q3 		$622K Sell
19,544
-1,765
-8% -$55.1K 0.09% 91
2025
Q2 		$627K Sell
21,309
-1,815
-8% -$50.3K 0.1% 85
2025
Q1 		$651K Sell
23,124
-2,519
-10% -$76.2K 0.11% 83
2024
Q4 		$789K Buy
25,643
+3,252
+15% +$103K 0.13% 75
2024
Q3 		$692K Buy
22,391
+352
+2% +$10.6K 0.12% 77
2024
Q2 		$688K Sell
22,039
-1,061
-5% -$30.8K 0.13% 79
2024
Q1 		$646K Buy
23,100
+295
+1% +$8.41K 0.14% 78
2023
Q4 		$651K Buy
22,805
+866
+4% +$22.5K 0.15% 76
2023
Q3 		$546K Buy
21,939
+1,136
+5% +$30K 0.14% 74
2023
Q2 		$539K Buy
20,803
+10
+0% +$245 0.13% 73
2023
Q1 		$517K Buy
20,793
+417
+2% +$10.9K 0.14% 73
2022
Q4 		$541K Buy
20,376
+7,696
+61% +$190K 0.15% 70
2022
Q3 		$296K Buy
+12,680
New +$304K 0.09% 108

Other funds holding DFSV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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 $4.21B AUM 13.09% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors's DFSV Position: Q3 2026 in Review

Physician Wealth Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 0.35% in Q3 2026, selling an estimated $2.77K and leaving 19,800 shares worth $742K. The position accounts for 0.09% of the portfolio, ranked #102.

Physician Wealth Advisors first reported a position in DFSV in Q3 2022 and has held it in 17 quarters since. The position peaked at $789K in Q4 2024. 296 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Physician Wealth Advisors held 19,800 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $742K as of Q3 2026.
  • Physician Wealth Advisors sold 70 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.77K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.09% of Physician Wealth Advisors's portfolio in Q3 2026, its #102 holding.
  • Physician Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2022 and has held it in 17 quarters since.
  • Physician Wealth Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $789K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.