Horizon Financial Services
DFSV icon

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

Horizon Financial Services’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 		$27.9K Hold
744
– – 0.01% 207
2026
Q2 		$28.9K Hold
744
– – 0.01% 206
2026
Q1 		$26.1K Buy
+744
New +$26.3K 0.01% 151

Other funds holding DFSV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Horizon Financial Services's DFSV Position: Q3 2026 in Review

Horizon Financial Services held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q3 2026 at 744 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #207.

Horizon Financial Services first reported a position in DFSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $28.9K in Q2 2026. 276 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Horizon Financial Services held 744 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $27.9K as of Q3 2026.
  • Horizon Financial Services left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Horizon Financial Services's portfolio in Q3 2026, its #207 holding.
  • Horizon Financial Services first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
  • Horizon Financial Services's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $28.9K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.