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

Financial Connections 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 Q1	$20K	Buy	+586	New	+$20.7K	0.01%	149
2023 Q1	–	Sell	-375	Closed	-$9K	–	256
2022 Q4	$9K	Buy	+375	New	+$9.27K	0.01%	170

Other funds holding DFSV

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MWM

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

Financial Connections Group's DFSV Position: Q1 2026 in Review

Financial Connections Group opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2026: 586 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Financial Connections Group previously reported a position in DFSV as recently as Q4 2022.

Financial Connections Group first reported a position in DFSV in Q4 2022 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Financial Connections Group held 586 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $20K as of Q1 2026.
U.S. Small Cap Value Portfolio ETF Class Shares was a new Financial Connections Group position in Q1 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #149 holding.
Financial Connections Group first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2022 and has held it in 2 quarters since.
555 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.