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

Redmont 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
2025
Q4 		$452K Buy
13,733
+518
+4% +$16.7K 0.68% 42
2025
Q3 		$421K Buy
13,215
+2,107
+19% +$65.8K 0.59% 49
2025
Q2 		$327K Buy
11,108
+503
+5% +$13.9K 0.48% 53
2025
Q1 		$299K Sell
10,605
-8,222
-44% -$249K 0.58% 48
2024
Q4 		$579K Sell
18,827
-285
-1% -$9.02K 1% 25
2024
Q3 		$589K Buy
19,112
+6,964
+57% +$209K 0.91% 28
2024
Q2 		$350K Buy
+12,148
New +$353K 0.55% 50

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $11.8B AUM 12.84% 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
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
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Redmont Wealth Advisors's DFSV Position: Q4 2025 in Review

Redmont Wealth Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 3.9% in Q4 2025, buying an estimated $16.7K and bringing the position to 13,733 shares worth $452K. The position accounts for 0.68% of the portfolio, ranked #42.

Redmont Wealth Advisors first reported a position in DFSV in Q2 2024 and has held it in 7 quarters since. The position peaked at $589K in Q3 2024. 526 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Redmont Wealth Advisors held 13,733 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $452K as of Q4 2025.
  • Redmont Wealth Advisors bought 518 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q4 2025, an estimated $16.7K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.68% of Redmont Wealth Advisors's portfolio in Q4 2025, its #42 holding.
  • Redmont Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $589K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.