EverSource Wealth Advisors’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

EverSource Wealth Advisors’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	$38.8K	Sell	1,000 -123,378	-99%	-$4.61M	﹤0.01%	1940
2026 Q1	$4.36M	Buy	124,378 +20,317	+20%	+$718K	0.13%	130
2025 Q4	$3.42M	Buy	104,061 +98,318	+1,712%	+$3.16M	0.13%	134
2025 Q3	$183K	Sell	5,743 -382	-6%	-$11.9K	0.01%	953
2025 Q2	$180K	Buy	+6,125	New	+$170K	0.01%	905

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

EverSource Wealth Advisors's DFSV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 99% in Q2 2026, selling an estimated $4.61M and leaving 1,000 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

EverSource Wealth Advisors first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.36M in Q1 2026. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

EverSource Wealth Advisors held 1,000 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $38.8K as of Q2 2026.
EverSource Wealth Advisors sold 123,378 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.61M.
U.S. Small Cap Value Portfolio ETF Class Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1940 holding.
EverSource Wealth Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $4.36M in Q1 2026.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.