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

Riverchase 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 Q3	–	Sell	-31,294	Closed	-$1.21M	–	80
2026 Q2	$1.21M	Sell	31,294 -65	-0.2%	-$2.43K	0.57%	30
2026 Q1	$1.1M	Buy	31,359 +244	+0.8%	+$8.62K	0.57%	30
2025 Q4	$1.02M	Buy	31,115 +2,973	+11%	+$95.6K	0.56%	33
2025 Q3	$896K	Hold	28,142	–	–	0.51%	33
2025 Q2	$828K	Buy	28,142 +8,616	+44%	+$239K	0.53%	31
2025 Q1	$550K	Hold	19,526	–	–	0.38%	42
2024 Q4	$601K	Buy	+19,526	New	+$618K	0.45%	38

Other funds holding DFSV

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

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

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $332M AUM 9.53% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Riverchase Wealth Management's DFSV Position: Q3 2026 in Review

Riverchase Wealth Management sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 31,294 shares — an estimated $1.21M sold.

Riverchase Wealth Management first reported a position in DFSV in Q4 2024 and held it in 7 quarters. The position peaked at $1.21M in Q2 2026. 164 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Riverchase Wealth Management reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Riverchase Wealth Management sold 31,294 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.21M.
Riverchase Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Riverchase Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $1.21M in Q2 2026.
164 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.