SIC
DFSV

SJS Investment Consulting’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

SJS Investment Consulting’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 		$29.1K Hold
750
– – ﹤0.01% 653
2026
Q1 		$26.3K Hold
750
– – ﹤0.01% 589
2025
Q4 		$24.7K Sell
750
-150
-17% -$4.83K ﹤0.01% 568
2025
Q3 		$28.7K Hold
900
– – ﹤0.01% 465
2025
Q2 		$26.5K Hold
900
– – ﹤0.01% 249
2025
Q1 		$25.3K Hold
900
– – ﹤0.01% 260
2024
Q4 		$27.7K Hold
900
– – ﹤0.01% 243
2024
Q3 		$27.7K Hold
900
– – ﹤0.01% 255
2024
Q2 		$25.9K Sell
900
-597
-40% -$17.3K 0.01% 245
2024
Q1 		$45.1K Sell
1,497
-125
-8% -$3.56K 0.01% 195
2023
Q4 		$47.2K Sell
1,622
-601
-27% -$15.6K 0.01% 170
2023
Q3 		$56.3K Sell
2,223
-187
-8% -$4.93K 0.01% 149
2023
Q2 		$61.9K Hold
2,410
– – 0.02% 141
2023
Q1 		$60.1K Sell
2,410
-256
-10% -$6.71K 0.02% 139
2022
Q4 		$66K Buy
2,666
+1
+0% +$25 0.02% 136
2022
Q3 		$58K Buy
+2,665
New +$63.8K 0.02% 151

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

SJS Investment Consulting's DFSV Position: Q2 2026 in Review

SJS Investment Consulting held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q2 2026 at 750 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

SJS Investment Consulting first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $66K in Q4 2022. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • SJS Investment Consulting held 750 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $29.1K as of Q2 2026.
  • SJS Investment Consulting left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #653 holding.
  • SJS Investment Consulting first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • SJS Investment Consulting's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $66K in Q4 2022.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.