AIM
DFSV

Archer Investment Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Archer Investment 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
2025
Q1 		– Sell
-10,339
Closed -$318K – 60
2024
Q4 		$318K Buy
+10,339
New +$327K 0.2% 49

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Archer Investment Management's DFSV Position: Q1 2025 in Review

Archer Investment Management sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2025, closing a stake of 10,339 shares — an estimated $318K sold.

Archer Investment Management first reported a position in DFSV in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 419 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Archer Investment Management reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
  • Archer Investment Management sold 10,339 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2025, an estimated $318K.
  • Archer Investment Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and held it in 1 quarter.
  • Archer Investment Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $318K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2025.

Based on Archer Investment Management's 13F filing for Q1 2025, filed 9 Apr 2025.