CX Institutional
DFSV icon

CX Institutional’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

CX Institutional’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
-900
Closed -$35K – 1691
2026
Q2 		$35K Buy
+900
New +$33.6K ﹤0.01% 1040

Other funds holding DFSV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Hassell Wealth Management
Hassell Wealth Management Houma, Louisiana $332M AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

CX Institutional's DFSV Position: Q3 2026 in Review

CX Institutional sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 900 shares — an estimated $35K sold.

CX Institutional first reported a position in DFSV in Q2 2026 and held it in 1 quarter. The position peaked at $35K in Q2 2026. 91 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • CX Institutional reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 900 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $35K.
  • CX Institutional first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2026 and held it in 1 quarter.
  • CX Institutional's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $35K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.