Miracle Mile Advisors
DFSV icon

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

Miracle Mile 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
Q3 		$1.3M Buy
34,603
+1,163
+3% +$46K 0.01% 383
2026
Q2 		$1.3M Buy
33,440
+3,759
+13% +$141K 0.02% 391
2026
Q1 		$1.04M Buy
+29,681
New +$1.05M 0.01% 419

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
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Miracle Mile Advisors's DFSV Position: Q3 2026 in Review

Miracle Mile Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 3.5% in Q3 2026, buying an estimated $46K and bringing the position to 34,603 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #383.

Miracle Mile Advisors first reported a position in DFSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.3M in Q2 2026. 296 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Miracle Mile Advisors held 34,603 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.3M as of Q3 2026.
  • Miracle Mile Advisors bought 1,163 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $46K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Miracle Mile Advisors's portfolio in Q3 2026, its #383 holding.
  • Miracle Mile Advisors 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.
  • Miracle Mile Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $1.3M 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 Miracle Mile Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.