Strategic Wealth Partners
DFSV icon

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

Strategic 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
Q3 		– Sell
-1,011
Closed -$39.2K – 1221
2026
Q2 		$39.2K Buy
1,011
+6
+0.6% +$224 ﹤0.01% 576
2026
Q1 		$35.2K Buy
1,005
+7
+0.7% +$247 ﹤0.01% 585
2025
Q4 		$32.8K Sell
998
-3,601
-78% -$116K ﹤0.01% 596
2025
Q3 		$146K Buy
+4,599
New +$144K 0.01% 379

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Strategic Wealth Partners's DFSV Position: Q3 2026 in Review

Strategic Wealth Partners sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 1,011 shares — an estimated $39.2K sold.

Strategic Wealth Partners first reported a position in DFSV in Q3 2025 and held it in 4 quarters. The position peaked at $146K in Q3 2025. 405 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Strategic Wealth Partners reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,011 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $39.2K.
  • Strategic Wealth Partners first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2025 and held it in 4 quarters.
  • Strategic Wealth Partners's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $146K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.