CFGA
DFSV

Cambridge Financial Group (Arizona)’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Cambridge Financial Group (Arizona)’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
Q3 		– Sell
-13,983
Closed -$542K – 154
2026
Q2 		$542K Sell
13,983
-4,445
-24% -$166K 0.17% 96
2026
Q1 		$646K Sell
18,428
-14,424
-44% -$510K 0.22% 79
2025
Q4 		$1.05M Sell
32,852
-234
-0.7% -$7.53K 0.37% 54
2025
Q3 		$1.05M Sell
33,086
-1,366
-4% -$42.7K 0.34% 59
2025
Q2 		$1.01M Sell
34,452
-6,445
-16% -$178K 0.38% 52
2025
Q1 		$1.15M Sell
40,897
-24,558
-38% -$743K 0.49% 44
2024
Q4 		$2.01M Buy
65,455
+4,958
+8% +$157K 0.86% 28
2024
Q3 		$1.86M Buy
60,497
+16,959
+39% +$508K 0.78% 29
2024
Q2 		$1.25M Buy
43,538
+16,446
+61% +$477K 0.57% 41
2024
Q1 		$815K Buy
27,092
+7,398
+38% +$211K 0.39% 57
2023
Q4 		$573K Buy
+19,694
New +$511K 0.3% 62

Other funds holding DFSV

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s DFSV Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 13,983 shares — an estimated $542K sold.

Cambridge Financial Group (Arizona) first reported a position in DFSV in Q4 2023 and held it in 11 quarters. The position peaked at $2.01M in Q4 2024. 12 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Cambridge Financial Group (Arizona) reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 13,983 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $542K.
  • Cambridge Financial Group (Arizona) first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and held it in 11 quarters.
  • Cambridge Financial Group (Arizona)'s U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $2.01M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.