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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-687
Closed -$26.6K – 992
2026
Q2
$26.6K Buy
687
+3
+0.4% +$112 0.01% 340
2026
Q1
$24K Buy
684
+2
+0.3% +$71 0.01% 367
2025
Q4
$22.4K Buy
+682
New +$21.9K 0.01% 340

Other funds holding DFSV

Kingdom Financial Group's DFSV Position: Q3 2026 in Review

Kingdom Financial Group sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q3 2026, closing a stake of 687 shares — an estimated $26.6K sold.

Kingdom Financial Group first reported a position in DFSV in Q4 2025 and held it in 3 quarters. The position peaked at $26.6K in Q2 2026. 296 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Kingdom Financial Group reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 687 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $26.6K.
  • Kingdom Financial Group first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2025 and held it in 3 quarters.
  • Kingdom Financial Group's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $26.6K in Q2 2026.
  • 296 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

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