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

Hurley Capital’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	$308K	Buy	8,214 +676	+9%	+$26.7K	0.15%	80
2026 Q2	$292K	Buy	7,538 +555	+8%	+$20.7K	0.15%	79
2026 Q1	$245K	Buy	6,983 +313	+5%	+$11.1K	0.13%	76
2025 Q4	$219K	Sell	6,670 -69	-1%	-$2.22K	0.12%	75
2025 Q3	$215K	Buy	6,739 +519	+8%	+$16.2K	0.12%	86
2025 Q2	$183K	Buy	6,220 +777	+14%	+$21.5K	0.13%	75
2025 Q1	$153K	Buy	5,443 +380	+8%	+$11.5K	0.12%	95
2024 Q4	$156K	Buy	+5,063	New	+$160K	0.13%	80

Other funds holding DFSV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Hurley Capital's DFSV Position: Q3 2026 in Review

Hurley Capital increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 9% in Q3 2026, buying an estimated $26.7K and bringing the position to 8,214 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #80.

Hurley Capital first reported a position in DFSV in Q4 2024 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Hurley Capital held 8,214 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $308K as of Q3 2026.
Hurley Capital bought 676 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $26.7K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.15% of Hurley Capital's portfolio in Q3 2026, its #80 holding.
Hurley Capital first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
281 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.