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

Sequoia Financial 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	$27.7M	Sell	714,818 -17,622	-2%	-$659K	0.14%	115
2026 Q1	$25.7M	Sell	732,440 -15,328	-2%	-$542K	0.14%	108
2025 Q4	$24.6M	Buy	747,768 +616,175	+468%	+$19.8M	0.14%	114
2025 Q3	$4.19M	Buy	131,593 +102,742	+356%	+$3.21M	0.03%	337
2025 Q2	$849K	Hold	28,851	–	–	0.01%	759
2025 Q1	$812K	Sell	28,851 -320	-1%	-$9.68K	0.01%	693
2024 Q4	$898K	Sell	29,171 -5,959	-17%	-$189K	0.01%	609
2024 Q3	$1.08M	Buy	+35,130	New	+$1.05M	0.01%	516

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Sequoia Financial Advisors's DFSV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 2.4% in Q2 2026, selling an estimated $659K and leaving 714,818 shares worth $27.7M. The position accounts for 0.14% of the portfolio, ranked #115.

Sequoia Financial Advisors first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Sequoia Financial Advisors held 714,818 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $27.7M as of Q2 2026.
Sequoia Financial Advisors sold 17,622 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $659K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #115 holding.
Sequoia Financial Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.