Cambridge Investment Research Advisors
DFSV

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

Cambridge Investment Research 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 		$11M Sell
283,569
-6,925
-2% -$259K 0.02% 631
2026
Q1 		$10.2M Buy
290,494
+54,008
+23% +$1.91M 0.03% 612
2025
Q4 		$7.78M Buy
236,486
+25,482
+12% +$820K 0.02% 696
2025
Q3 		$6.72M Buy
211,004
+82,816
+65% +$2.59M 0.02% 751
2025
Q2 		$3.77M Buy
128,188
+1,275
+1% +$35.3K 0.01% 1008
2025
Q1 		$3.57M Sell
126,913
-16,619
-12% -$503K 0.01% 979
2024
Q4 		$4.42M Buy
143,532
+15,616
+12% +$494K 0.01% 870
2024
Q3 		$3.94M Buy
127,916
+20,268
+19% +$607K 0.01% 942
2024
Q2 		$3.1M Buy
107,648
+34,815
+48% +$1.01M 0.01% 1010
2024
Q1 		$2.19M Buy
72,833
+16,665
+30% +$475K 0.01% 1201
2023
Q4 		$1.64M Sell
56,168
-8,843
-14% -$229K 0.01% 1330
2023
Q3 		$1.65M Buy
65,011
+15,343
+31% +$405K 0.01% 1261
2023
Q2 		$1.28M Sell
49,668
-19,068
-28% -$466K 0.01% 1445
2023
Q1 		$1.71M Buy
68,736
+46,465
+209% +$1.22M 0.01% 1216
2022
Q4 		$552K Buy
22,271
+5,717
+35% +$141K ﹤0.01% 1934
2022
Q3 		$361K Buy
16,554
+6,080
+58% +$146K ﹤0.01% 2217
2022
Q2 		$236K Buy
+10,474
New +$256K ﹤0.01% 2576

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Cambridge Investment Research Advisors's DFSV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 2.4% in Q2 2026, selling an estimated $259K and leaving 283,569 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #631.

Cambridge Investment Research Advisors first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cambridge Investment Research Advisors held 283,569 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $11M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,925 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $259K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #631 holding.
  • Cambridge Investment Research Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.