Ritter Daniher Financial Advisory’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Ritter Daniher Financial Advisory’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	$828	Hold	21	–	–	﹤0.01%	566
2026 Q1	$746	Buy	21 +6	+40%	+$212	﹤0.01%	560
2025 Q4	$500	Hold	15	–	–	﹤0.01%	580
2025 Q3	$482	Hold	15	–	–	﹤0.01%	449
2025 Q2	$444	Buy	+15	New	+$415	﹤0.01%	326

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

Ritter Daniher Financial Advisory's DFSV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q2 2026 at 21 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Ritter Daniher Financial Advisory first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Ritter Daniher Financial Advisory held 21 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $828 as of Q2 2026.
Ritter Daniher Financial Advisory left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #566 holding.
Ritter Daniher Financial Advisory first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 5 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.