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

Wealthfront Advisers’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	$3.53M	Buy	91,106 +7,729	+9%	+$289K	0.01%	507
2026 Q1	$2.92M	Buy	83,377 +8,308	+11%	+$294K	0.01%	539
2025 Q4	$2.47M	Buy	75,069 +27,408	+58%	+$882K	0.01%	556
2025 Q3	$1.52M	Buy	47,661 +7,439	+18%	+$232K	﹤0.01%	630
2025 Q2	$1.18M	Sell	40,222 -33,040	-45%	-$915K	﹤0.01%	649
2025 Q1	$2.06M	Buy	73,262 +803	+1%	+$24.3K	0.01%	527
2024 Q4	$2.23M	Buy	72,459 +14,227	+24%	+$450K	0.01%	503
2024 Q3	$1.79M	Sell	58,232 -2,822	-5%	-$84.6K	0.01%	526
2024 Q2	$1.76M	Buy	61,054 +24,800	+68%	+$720K	0.01%	516
2024 Q1	$1.09M	Buy	36,254 +16,320	+82%	+$465K	﹤0.01%	597
2023 Q4	$580K	Buy	19,934 +5,236	+36%	+$136K	﹤0.01%	685
2023 Q3	$372K	Buy	+14,698	New	+$388K	﹤0.01%	740

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Wealthfront Advisers's DFSV Position: Q2 2026 in Review

Wealthfront Advisers increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 9.3% in Q2 2026, buying an estimated $289K and bringing the position to 91,106 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #507.

Wealthfront Advisers first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Wealthfront Advisers held 91,106 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $3.53M as of Q2 2026.
Wealthfront Advisers bought 7,729 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $289K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #507 holding.
Wealthfront Advisers first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2023 and has held it in 12 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 Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.