Schoolcraft Capital
DFSV icon

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

Schoolcraft Capital’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
-133,098
Closed -$5.16M – 68
2026
Q2 		$5.16M Sell
133,098
-2,187
-2% -$81.7K 0.92% 22
2026
Q1 		$4.74M Buy
135,285
+2,158
+2% +$76.3K 0.92% 22
2025
Q4 		$4.38M Buy
133,127
+3,027
+2% +$97.4K 0.85% 22
2025
Q3 		$4.14M Sell
130,100
-3,175
-2% -$99.2K 0.83% 22
2025
Q2 		$3.92M Sell
133,275
-23,778
-15% -$658K 0.8% 22
2025
Q1 		$4.42M Buy
157,053
+13,764
+10% +$416K 0.87% 21
2024
Q4 		$4.41M Buy
143,289
+1,756
+1% +$55.6K 0.92% 20
2024
Q3 		$4.36M Sell
141,533
-1,138
-0.8% -$34.1K 0.89% 20
2024
Q2 		$4.11M Buy
142,671
+37,984
+36% +$1.1M 0.88% 20
2024
Q1 		$3.15M Buy
104,687
+9,382
+10% +$268K 0.74% 20
2023
Q4 		$2.78M Buy
95,305
+41,351
+77% +$1.07M 0.7% 23
2023
Q3 		$1.37M Buy
53,954
+4,870
+10% +$128K 0.39% 30
2023
Q2 		$1.26M Buy
49,084
+22,639
+86% +$554K 0.35% 30
2023
Q1 		$659K Buy
26,445
+16,181
+158% +$424K 0.19% 37
2022
Q4 		$254K Buy
+10,264
New +$254K 0.08% 54

Other funds holding DFSV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Schoolcraft Capital's DFSV Position: Q3 2026 in Review

Schoolcraft Capital sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 133,098 shares — an estimated $5.16M sold.

Schoolcraft Capital first reported a position in DFSV in Q4 2022 and held it in 15 quarters. The position peaked at $5.16M in Q2 2026. 278 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Schoolcraft Capital reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Schoolcraft Capital sold 133,098 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.16M.
  • Schoolcraft Capital first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Schoolcraft Capital's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $5.16M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.