Cloud Capital Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Cloud Capital Management’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	$1.92M	Buy	49,391 +134	+0.3%	+$5.01K	0.7%	33
2026 Q1	$1.72M	Buy	49,257 +141	+0.3%	+$4.98K	0.75%	32
2025 Q4	$1.61M	Buy	49,116 +8,141	+20%	+$262K	0.76%	31
2025 Q3	$1.3M	Buy	40,975 +3,831	+10%	+$120K	0.69%	29
2025 Q2	$1.1M	Buy	37,144 +27,261	+276%	+$755K	0.69%	29
2025 Q1	$278K	Buy	+9,883	New	+$299K	0.2%	55

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Cloud Capital Management's DFSV Position: Q2 2026 in Review

Cloud Capital Management increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 0.27% in Q2 2026, buying an estimated $5.01K and bringing the position to 49,391 shares worth $1.92M. The position accounts for 0.7% of the portfolio, ranked #33.

Cloud Capital Management first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 585 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Cloud Capital Management held 49,391 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.92M as of Q2 2026.
Cloud Capital Management bought 134 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.01K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.7% of Cloud Capital Management's portfolio in Q2 2026, its #33 holding.
Cloud Capital Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
585 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.