Capital Group Private Client Services’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Capital Group Private Client Services’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	$230K	Buy	5,925 +20	+0.3%	+$748	﹤0.01%	251
2026 Q1	$207K	Buy	+5,905	New	+$209K	﹤0.01%	238

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

Capital Group Private Client Services's DFSV Position: Q2 2026 in Review

Capital Group Private Client Services increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 0.34% in Q2 2026, buying an estimated $748 and bringing the position to 5,925 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Capital Group Private Client Services first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Capital Group Private Client Services held 5,925 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $230K as of Q2 2026.
Capital Group Private Client Services bought 20 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $748.
U.S. Small Cap Value Portfolio ETF Class Shares made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #251 holding.
Capital Group Private Client Services first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.