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

Revolve Wealth Partners’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	$1.88M	Buy	48,571 +16,419	+51%	+$614K	0.2%	75
2026 Q1	$1.13M	Sell	32,152 -4,869	-13%	-$172K	0.15%	79
2025 Q4	$1.22M	Sell	37,021 -1,865	-5%	-$60K	0.14%	80
2025 Q3	$1.24M	Sell	38,886 -1,297	-3%	-$40.5K	0.15%	75
2025 Q2	$1.18M	Buy	40,183 +17,823	+80%	+$493K	0.15%	75
2025 Q1	$629K	Hold	22,360	–	–	0.09%	99
2024 Q4	$688K	Hold	22,360	–	–	0.1%	94
2024 Q3	$689K	Hold	22,360	–	–	0.1%	91
2024 Q2	$644K	Hold	22,360	–	–	0.11%	89
2024 Q1	$673K	Buy	22,360 +190	+0.9%	+$5.42K	0.11%	86
2023 Q4	$646K	Hold	22,170	–	–	0.12%	77
2023 Q3	$562K	Hold	22,170	–	–	0.13%	80
2023 Q2	$570K	Buy	+22,170	New	+$542K	0.13%	75

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

Revolve Wealth Partners's DFSV Position: Q2 2026 in Review

Revolve Wealth Partners increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 51% in Q2 2026, buying an estimated $614K and bringing the position to 48,571 shares worth $1.88M. The position accounts for 0.2% of the portfolio, ranked #75.

Revolve Wealth Partners first reported a position in DFSV in Q2 2023 and has held it in 13 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Revolve Wealth Partners held 48,571 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.88M as of Q2 2026.
Revolve Wealth Partners bought 16,419 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $614K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.2% of Revolve Wealth Partners's portfolio in Q2 2026, its #75 holding.
Revolve Wealth Partners first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2023 and has held it in 13 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 Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.