RF
DFSV

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

Robinswood Financial’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 		– Sell
-193
Closed -$6.14K – 409
2025
Q3 		$6.14K Hold
193
– – ﹤0.01% 286
2025
Q2 		$5.68K Buy
+193
New +$5.34K ﹤0.01% 294

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 $11.5B 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
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

Robinswood Financial's DFSV Position: Q4 2025 in Review

Robinswood Financial sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q4 2025, closing a stake of 193 shares — an estimated $6.14K sold.

Robinswood Financial first reported a position in DFSV in Q2 2025 and held it in 2 quarters. The position peaked at $6.14K in Q3 2025. 526 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Robinswood Financial reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Robinswood Financial sold 193 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q4 2025, an estimated $6.14K.
  • Robinswood Financial first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and held it in 2 quarters.
  • Robinswood Financial's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $6.14K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q4 2025.

Based on Robinswood Financial's 13F filing for Q4 2025, filed 14 Jul 2026.