BankChampaign National Association’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

BankChampaign National Association’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	$31K	Hold	800	–	–	0.02%	183
2026 Q1	$28K	Sell	800 -11,166	-93%	-$395K	0.03%	163
2025 Q4	$41.6K	Buy	+11,966	New	+$385K	0.04%	157

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

BankChampaign National Association's DFSV Position: Q2 2026 in Review

BankChampaign National Association held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q2 2026 at 800 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #183.

BankChampaign National Association first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.6K in Q4 2025. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

BankChampaign National Association held 800 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $31K as of Q2 2026.
BankChampaign National Association left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.02% of BankChampaign National Association's portfolio in Q2 2026, its #183 holding.
BankChampaign National Association first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
BankChampaign National Association's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $41.6K in Q4 2025.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on BankChampaign National Association's 13F filing for Q2 2026, filed 23 Jul 2026.