AdvisorNet Financial 13F: New $13M Stake in DFSV
AdvisorNet Financial disclosed a new stake in DFA U.S. Small Cap Value Portfolio – ETF Class Shares worth over $13 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
AdvisorNet Financial opened a new position of 344,289 shares in DFA U.S. Small Cap Value Portfolio – ETF Class Shares ($DFSV), according to a 13F filing with the SEC dated October 15, 2026. It reported 344,289 shares worth $13 million at the end of the quarter.
Since the filing, $DFSV is down 0.2% to date (from the $38.27 close on Oct 15, 2026).
Find the original: AdvisorNet Financial 13F filings on SEC EDGAR
DFSV
DFA U.S. Small Cap Value Portfolio – ETF Class Shares
Key Points
- AdvisorNet Financial opened a new position in DFA U.S. Small Cap Value Portfolio – ETF Class Shares by purchasing 344,289 shares.
- The newly disclosed stake carried a total reported value of $13,003,805 in the SEC filing.
- The fund trades recently around $38.12, sitting above its 200-day moving average.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated DFA U.S. Small Cap Value Portfolio – ETF Class Shares alert may contain errors. Disclosures
AdvisorNet Financial has added a brand-new holding to its portfolio, taking a stake in DFA U.S. Small Cap Value Portfolio – ETF Class Shares (NYSEArca: DFSV). The investment was revealed in an official Form 13F filing with the Securities and Exchange Commission on October 15, 2026. Because 13F filings look backward at the end of a reporting quarter, this report captures the firm's positioning at that time and might not show its exact share count today.
Inside AdvisorNet Financial's DFSV Trade
In the filing on October 15, 2026, AdvisorNet Financial reported picking up 344,289 shares of the small-cap value fund. The total value of this newly initiated position sat at $13,003,805. Because this was a fresh purchase, the fund went from holding zero shares to building out this multimillion-dollar stake over the course of the quarter.
DFA U.S. Small Cap Value Portfolio – ETF Class Shares Stock Down 0.4%
The fund's shares recently traded around $38.12 as of October 16, 2026. Over the past 52 weeks, the price has moved between a low of $30.32 and a high of $40.95. The recent price puts the fund below its 50-day moving average of $39.29, but above its 200-day moving average of $37.43. The fund carries a price-to-earnings ratio of 12.91 based on the latest data.
About DFA U.S. Small Cap Value Portfolio – ETF Class Shares
DFA U.S. Small Cap Value Portfolio – ETF Class Shares focuses primarily on smaller American companies. The fund generally invests at least 80% of its net assets in small-cap equities. It may also use futures and options contracts to manage its market exposure in response to cash flows coming in or out of the portfolio.
Bottom Line
AdvisorNet Financial's new stake highlights how the firm was allocating capital toward small-cap value equities during the period. Investors should keep in mind that 13F reports reflect past holdings and may have changed since the filing date. Watch for the fund's upcoming reports and future SEC filings to see if AdvisorNet builds on this position or adjusts its exposure. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: AdvisorNet Financial's 13F filing on $DFSV (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: AdvisorNet Financial 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts