EFG
DFSV

Everest Financial Group’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Everest Financial Group’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 		$358K Buy
9,225
+968
+12% +$36.2K 0.05% 166
2026
Q1 		$289K Buy
+8,257
New +$292K 0.05% 161

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

Everest Financial Group's DFSV Position: Q2 2026 in Review

Everest Financial Group increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 9,225 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #166.

Everest Financial Group 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.

  • Everest Financial Group held 9,225 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $358K as of Q2 2026.
  • Everest Financial Group bought 968 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $36.2K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #166 holding.
  • Everest Financial Group 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 Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.