PWM
DFSV

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

Platform Wealth Management’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 		$362K Buy
+9,332
New +$349K 0.13% 49
2025
Q4 		$357K Buy
+10,853
New +$349K 0.09% 50

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Platform Wealth Management's DFSV Position: Q2 2026 in Review

Platform Wealth Management opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026: 9,332 shares worth $362K. The stake represents 0.13% of the portfolio and ranks #49 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFSV as recently as Q4 2025.

Platform Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Platform Wealth Management held 9,332 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $362K as of Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares was a new Platform Wealth Management position in Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.13% of Platform Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Platform Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 2 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 Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.