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

Pillar Financial 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	–	Sell	-193,526	Closed	-$7.51M	–	117
2026 Q2	$7.51M	Buy	193,526 +8,370	+5%	+$313K	3.93%	9
2026 Q1	$6.49M	Buy	185,156 +5,502	+3%	+$194K	3.79%	9
2025 Q4	$5.91M	Buy	179,654 +10,394	+6%	+$334K	3.56%	9
2025 Q3	$5.39M	Buy	169,260 +10,413	+7%	+$325K	3.38%	9
2025 Q2	$4.67M	Buy	158,847 +18,148	+13%	+$502K	3.23%	9
2025 Q1	$3.96M	Buy	140,699 +18,189	+15%	+$550K	2.95%	9
2024 Q4	$3.77M	Buy	+122,510	New	+$3.88M	2.89%	9

Other funds holding DFSV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pillar Financial Advisors's DFSV Position: Q3 2026 in Review

Pillar Financial Advisors sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 193,526 shares — an estimated $7.51M sold.

Pillar Financial Advisors first reported a position in DFSV in Q4 2024 and held it in 7 quarters. The position peaked at $7.51M in Q2 2026. 405 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Pillar Financial Advisors reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Pillar Financial Advisors sold 193,526 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $7.51M.
Pillar Financial Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Pillar Financial Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $7.51M in Q2 2026.
405 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Pillar Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.