ARC
DFSV

Advisor Resource Council’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-28,700
Closed -$836K – 300
2023
Q4 		$836K Buy
+28,700
New +$745K 0.1% 203

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Advisor Resource Council's DFSV Position: Q1 2024 in Review

Advisor Resource Council sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2024, closing a stake of 28,700 shares — an estimated $836K sold.

Advisor Resource Council first reported a position in DFSV in Q4 2023 and held it in 1 quarter. The position peaked at $836K in Q4 2023. 286 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

  • Advisor Resource Council reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 28,700 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $836K.
  • Advisor Resource Council first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • Advisor Resource Council's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $836K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.