Clear Harbor Asset Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSV
Clear Harbor Asset Management's DFSV Position: Q3 2026 in Review
Clear Harbor Asset Management increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 9% in Q3 2026, buying an estimated $155K and bringing the position to 47,322 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #160.
Clear Harbor Asset Management first reported a position in DFSV in Q1 2024 and has held it in 11 quarters since. 278 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.
- Clear Harbor Asset Management held 47,322 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.77M as of Q3 2026.
- Clear Harbor Asset Management bought 3,917 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $155K.
- U.S. Small Cap Value Portfolio ETF Class Shares made up 0.1% of Clear Harbor Asset Management's portfolio in Q3 2026, its #160 holding.
- Clear Harbor Asset Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2024 and has held it in 11 quarters since.
- 278 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.
Based on Clear Harbor Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.