HKIMG
DFSV

Hutchens & Kramer Investment Management Group’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Hutchens & Kramer Investment Management 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 		$691K Sell
17,819
-203
-1% -$7.59K 0.19% 75
2026
Q1 		$631K Buy
18,022
+109
+0.6% +$3.85K 0.2% 70
2025
Q4 		$589K Sell
17,913
-2,514
-12% -$80.9K 0.2% 70
2025
Q3 		$650K Hold
20,427
– – 0.26% 63
2025
Q2 		$617K Sell
20,427
-4,536
-18% -$126K 0.28% 64
2025
Q1 		$703K Sell
24,963
-1,563
-6% -$47.3K 0.39% 48
2024
Q4 		$816K Sell
26,526
-3,437
-11% -$109K 0.44% 45
2024
Q3 		$910K Sell
29,963
-1,594
-5% -$47.8K 0.51% 40
2024
Q2 		$899K Sell
31,557
-2,687
-8% -$78K 0.5% 41
2024
Q1 		$1.02M Sell
34,244
-1,441
-4% -$41.1K 0.6% 32
2023
Q4 		$1.04M Sell
35,685
-3,346
-9% -$86.8K 0.73% 26
2023
Q3 		$972K Sell
39,031
-576
-1% -$15.2K 0.77% 27
2023
Q2 		$1.02M Sell
39,607
-996
-2% -$24.4K 0.81% 28
2023
Q1 		$1.01M Buy
40,603
+25,867
+176% +$678K 0.87% 37
2022
Q4 		$365K Buy
+14,736
New +$364K 0.27% 63

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

Hutchens & Kramer Investment Management Group's DFSV Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 1.1% in Q2 2026, selling an estimated $7.59K and leaving 17,819 shares worth $691K. The position accounts for 0.19% of the portfolio, ranked #75.

Hutchens & Kramer Investment Management Group first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2023. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 17,819 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $691K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 203 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.59K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.19% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #75 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Hutchens & Kramer Investment Management Group's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $1.04M in Q4 2023.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.