IA
DFSV

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

IFP 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 		$519K Sell
13,371
-3,198
-19% -$120K 0.01% 1024
2026
Q1 		$581K Hold
16,569
– – 0.01% 905
2025
Q4 		$545K Hold
16,569
– – 0.01% 892
2025
Q3 		$528K Buy
16,569
+8,105
+96% +$253K 0.01% 841
2025
Q2 		$249K Buy
8,464
+7,832
+1,239% +$217K 0.01% 1160
2025
Q1 		$17.8K Buy
632
+77
+14% +$2.33K ﹤0.01% 2335
2024
Q4 		$17.1K Buy
555
+275
+98% +$8.71K ﹤0.01% 2316
2024
Q3 		$8.62K Buy
+280
New +$8.39K ﹤0.01% 2480
2023
Q3 		– Sell
-235
Closed -$6.04K – 3361
2023
Q2 		$6.04K Buy
235
+153
+187% +$3.74K ﹤0.01% 2481
2023
Q1 		$2.04K Sell
82
-2,587
-97% -$67.8K ﹤0.01% 2888
2022
Q4 		$66K Buy
2,669
+2,102
+371% +$52K ﹤0.01% 2032
2022
Q3 		$14K Buy
+567
New +$13.6K ﹤0.01% 3378

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

IFP Advisors's DFSV Position: Q2 2026 in Review

IFP Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 19% in Q2 2026, selling an estimated $120K and leaving 13,371 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1024.

IFP Advisors first reported a position in DFSV in Q3 2022 and has held it in 12 quarters since. The position peaked at $581K in Q1 2026. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • IFP Advisors held 13,371 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $519K as of Q2 2026.
  • IFP Advisors sold 3,198 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $120K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1024 holding.
  • IFP Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2022 and has held it in 12 quarters since.
  • IFP Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $581K 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.