Avantax Advisory Services’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSV
Avantax Advisory Services's DFSV Position: Q2 2025 in Review
Avantax Advisory Services reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 11% in Q2 2025, selling an estimated $6.49M and leaving 1,888,085 shares worth $55.6M. The position accounts for 0.31% of the portfolio, ranked #48.
Avantax Advisory Services first reported a position in DFSV in Q1 2023 and has held it in 9 quarters since. The position peaked at $59.7M in Q1 2025. 449 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.
- Avantax Advisory Services held 1,888,085 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $55.6M as of Q2 2025.
- Avantax Advisory Services sold 234,412 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2025, an estimated $6.49M.
- U.S. Small Cap Value Portfolio ETF Class Shares made up 0.31% of Avantax Advisory Services's portfolio in Q2 2025, its #48 holding.
- Avantax Advisory Services first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2023 and has held it in 9 quarters since.
- Avantax Advisory Services's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $59.7M in Q1 2025.
- 449 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.