VW
DFSV

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

Vantus Wealth’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
Q2 		$804K Buy
+20,730
New +$775K 0.43% 66
2025
Q4 		$652K Buy
+19,828
New +$638K 0.48% 62

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Vantus Wealth's DFSV Position: Q2 2026 in Review

Vantus Wealth opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026: 20,730 shares worth $804K. The stake represents 0.43% of the portfolio and ranks #66 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in DFSV as recently as Q4 2025.

Vantus Wealth first reported a position in DFSV in Q4 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Vantus Wealth held 20,730 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $804K as of Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares was a new Vantus Wealth position in Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.43% of Vantus Wealth's portfolio in Q2 2026, its #66 holding.
  • Vantus Wealth first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.