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

Triangle Securities 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	$2.05M	Buy	54,723 +2,095	+4%	+$82.8K	0.39%	66
2026 Q2	$2.04M	Buy	52,628 +1,503	+3%	+$56.2K	0.41%	69
2026 Q1	$1.79M	Buy	51,125 +41,824	+450%	+$1.48M	0.41%	68
2025 Q4	$306K	Buy	9,301 +842	+10%	+$27.1K	0.06%	187
2025 Q3	$269K	Buy	8,459 +699	+9%	+$21.8K	0.06%	190
2025 Q2	$228K	Buy	+7,760	New	+$215K	0.06%	193

Other funds holding DFSV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

HWM

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

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

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Triangle Securities Wealth Management's DFSV Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 4% in Q3 2026, buying an estimated $82.8K and bringing the position to 54,723 shares worth $2.05M. The position accounts for 0.39% of the portfolio, ranked #66.

Triangle Securities Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Triangle Securities Wealth Management held 54,723 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $2.05M as of Q3 2026.
Triangle Securities Wealth Management bought 2,095 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $82.8K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.39% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #66 holding.
Triangle Securities Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
68 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.