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

Ancora Advisors’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	$9.12M	Buy	235,090 +19,044	+9%	+$712K	0.18%	133
2026 Q1	$7.57M	Buy	216,046 +19,636	+10%	+$694K	0.16%	143
2025 Q4	$6.46M	Buy	196,410 +23,214	+13%	+$747K	0.13%	162
2025 Q3	$5.51M	Buy	173,196 +2,368	+1%	+$74K	0.11%	173
2025 Q2	$5.03M	Buy	170,828 +11,675	+7%	+$323K	0.1%	179
2025 Q1	$4.48M	Buy	159,153 +16,415	+12%	+$497K	0.1%	180
2024 Q4	$4.39M	Buy	142,738 +13,492	+10%	+$427K	0.1%	185
2024 Q3	$3.98M	Buy	129,246 +16,107	+14%	+$483K	0.09%	191
2024 Q2	$3.26M	Buy	113,139 +59,647	+112%	+$1.73M	0.08%	210
2024 Q1	$1.61M	Buy	53,492 +26,003	+95%	+$742K	0.04%	313
2023 Q4	$800K	Buy	27,489 +13,989	+104%	+$363K	0.02%	408
2023 Q3	$342K	Buy	13,500 +2,861	+27%	+$75.5K	0.01%	551
2023 Q2	$273K	Buy	10,639 +7,032	+195%	+$172K	0.01%	588
2023 Q1	$89.9K	Buy	+3,607	New	+$94.5K	﹤0.01%	792

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Ancora Advisors's DFSV Position: Q2 2026 in Review

Ancora Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 8.8% in Q2 2026, buying an estimated $712K and bringing the position to 235,090 shares worth $9.12M. The position accounts for 0.18% of the portfolio, ranked #133.

Ancora Advisors first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 586 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Ancora Advisors held 235,090 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $9.12M as of Q2 2026.
Ancora Advisors bought 19,044 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $712K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.18% of Ancora Advisors's portfolio in Q2 2026, its #133 holding.
Ancora Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
586 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.