CFFI C&F Financial Corp

XNAS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CFFI — —
Key stats
About
Industry (SIC)
STATE COMMERCIAL BANKS (6022)
Exchange
XNAS
Market Cap
$0.3B
Employees
575
List Date
1998-01-26
CIK
0000913341
Next Earnings
2026-10-22
EPS Forecast
$2.46 (1 est.)
Headquarters
Toano, VA
Homepage
https://www.cffc.com

C&F Financial Corp is an American bank holding company. The company through its subsidiaries offers banking and related financial services to both individuals and businesses. It operates in three business activities: Community Banking, Mortgage Banking, and Consumer Finance. It mainly provides a range of lending activities, which include residential mortgage loans, commercial real estate loans, non-prime automobile lending, land acquisition, and development loans, and consumer loans. The company generates maximum of its revenue from the Community Banking segment.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan6.41%-0.68%2.52%-19.92%8.63%6.51%0.58%
Feb10.80%-2.90%-5.11%-7.86%6.15%-5.18%-0.68%
Mar1.82%0.54%-11.73%-6.86%-14.23%-2.37%-5.47%
Apr-8.80%1.57%-0.21%-20.03%-2.89%2.93%-4.57%
May15.23%-0.53%-3.54%9.11%-1.13%-2.97%2.69%
Jun0.77%-7.15%5.13%8.75%-7.52%8.77%1.46%
Jul0.48%-5.02%2.80%31.72%-1.57%-0.49%4.65%
Aug1.88%3.28%-5.34%2.69%13.69%8.27%4.08%
Sep-1.08%12.63%1.48%2.37%-5.17%7.18%2.90%
Oct-2.55%4.74%-0.17%7.52%3.43%4.69%*2.94%
Nov-3.62%0.38%9.25%15.04%1.55%--4.52%
Dec2.36%4.30%16.13%-6.98%4.75%--4.11%
Total23.77%10.20%8.69%3.90%2.53%29.49%13.09%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $96.62
SMA 50: $92.15
SMA 200: $79.45
Current: $101.39
EMA 12: $98.93
EMA 26: $96.16
MACD: 2.7701 | Signal: 0.4102
BULLISH
ADX (14): 39.20
TREND
+DI: 26.80
−DI: 9.94

Momentum Oscillators

RSI (14): 67.18
NEUTRAL
Stoch %K: 85.72
Stoch %D: 90.45
Williams %R: -17.50

Volume & Volatility

BB Upper: $103.27
BB Lower: $89.98
NEUTRAL
OBV: 1,171,097
Vol SMA 20: 66,762
Vol ROC: 10.99%
ATR: $2.85
True Range: $2.35
HV 20: 26.1%
HV 30: 24.0%
HV 60: 29.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-11T00:00:00 – 2026-10-09T00:00:00
AI Analysis

LLM Stock Analysis Report: CFFI

Executive Summary

Overall Assessment: NEUTRAL (confidence level 6/10)

Key Drivers:

  • Technical signals are mixed, with bearish MACD momentum and neutral RSI
  • Volatility is above average, indicating potential for amplified market moves
  • Recent news sentiment unavailable

Primary Risks:

  • Potential for further downside due to bearish MACD momentum
  • High volatility may lead to increased uncertainty and risk

Investment Thesis: CFFI's current price action appears indecisive, with no clear trend emerging. The stock's beta suggests it moves in tandem with the broader market, but above-average volatility may amplify this relationship. Our neutral assessment reflects the mixed technical signals and lack of recent news sentiment.

Recent News Sentiment Impact: N/A (no recent news available)

Technical Analysis

Trend Direction: Short-term: NEUTRAL (SMA 20 & EMA 12 overlap), Medium-term: BULLISH (SMA 50 above SMA 200), Long-term: BEARISH (SMA 200 declining)

Support/Resistance Levels:

  • Key levels to monitor: $67.42 (SMA 20) and $65.04 (lower Bollinger Band)
  • Resistance at $69.81 (upper Bollinger Band)

Momentum Signals:

  • RSI (14): 51.52 (neutral)
  • MACD signal: Bearish crossover
  • Bollinger Bands position: Neutral (price touches middle band)

Volume Analysis:

  • Volume SMA 20: 4837.05
  • OBV: -241077.00 (bearish trend)
  • Volume Rate of Change: -9.94% (declining volume)

News & Sentiment Analysis

Recent Headlines Summary: N/A (no recent news available)

Sentiment Assessment: N/A (no recent news available)

Catalyst Identification: None identified

Market Narrative: No clear narrative emerges due to lack of recent news sentiment.

Risk & Volatility Assessment

Beta Interpretation: Beta: 1.02 (above average, suggesting amplified market moves)

Volatility Regime: Stock volatility is above average at 0.42

Options Market Signals: N/A (no options data available)

Downside Protection: Support levels at $67.42 and $65.04; consider stop-loss strategies.

Market Context & Positioning

Sector Performance: CFFI's performance relative to its sector/market is neutral.

Institutional Activity: No clear institutional activity signals are present.

Correlation Analysis: Correlation with the broader market (R-squared) is 0.47, suggesting a strong relationship.

Relative Valuation: CFFI's current price is within its trading range; consider relative value analysis.

Key Levels & Action Items

Critical Price Levels: $67.42 (SMA 20), $65.04 (lower Bollinger Band)

Breakout/Breakdown Levels: $69.81 (upper Bollinger Band)

Time-Sensitive Catalysts: None identified

Risk Management: Consider stop-loss strategies at key levels and monitor volume activity.

This comprehensive analysis provides a neutral assessment of CFFI's stock performance, highlighting mixed technical signals, above-average volatility, and the lack of recent news sentiment.

Generated
News
All CFFI news →

CFFI Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.1218
Alpha: 45.06%
Correlation: 0.0475
R-Squared: 0.2%
Stock Volatility: 33.5%
Market Volatility: 13.0%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CFFI
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$6.2M
0.01%
#1325 of 3138-3.3%13F
Citadel Hedge fund
Ken Griffin
$260K
0.00%
#5215 of 6285-23.5%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

CFFI Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

84 filers1,517,730 shares$120.22M value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 195,737 $15.66M 13.03% — 2026-06-30
2 Dimensional Fund Advisors LP Custodian 183,881 $14.71M 12.24% — 2026-06-30
3 Vanguard Group Inc Custodian 168,856 $12.26M 10.20% — 2025-12-31
4 Vanguard Capital Management LLC 135,593 $10.85M 9.02% — 2026-06-30
5 The Manufacturers Life Insurance Company 101,134 $8.09M 6.73% — 2026-06-30
6 Geode Capital Management, LLC Custodian 78,063 $6.25M 5.20% — 2026-06-30
7 RENAISSANCE TECHNOLOGIES LLC 78,079 $6.25M 5.20% — 2026-06-30
8 Huber Capital Management LLC 60,415 $4.83M 4.02% — 2026-06-30
9 State Street Corp 43,533 $3.50M 2.91% — 2026-06-30
10 American Century Companies, Inc. 42,621 $3.41M 2.84% — 2026-06-30
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 38,786 $3.10M 2.58% — 2026-06-30
12 LSV ASSET MANAGEMENT 34,867 $2.79M 2.32% — 2026-06-30
13 TRUIST FINANCIAL CORP Custodian 29,593 $2.37M 1.97% — 2026-06-30
14 Northern Trust Corp Custodian 27,436 $2.19M 1.83% — 2026-06-30
15 Vanguard Fiduciary Trust Co 20,305 $1.62M 1.35% — 2026-06-30
16 Vanguard Portfolio Management LLC 20,155 $1.61M 1.34% — 2026-06-30
17 Wells Fargo & Company Custodian 19,970 $1.60M 1.33% — 2026-06-30
18 Empowered Funds, LLC Custodian 18,396 $1.47M 1.22% — 2026-06-30
19 Raymond James Financial, Inc. Custodian 16,063 $1.29M 1.07% — 2026-06-30
20 FIRST MANHATTAN CO. LLC. 15,935 $1.28M 1.07% — 2026-06-30
21 Siena Capital Partners GP, LLC 14,855 $1.19M 0.99% — 2026-06-30
22 SummerHaven Investment Management, LLC 11,304 $904.32K 0.75% — 2026-06-30
23 First Trust Advisors LP 10,213 $817.04K 0.68% — 2026-06-30
24 Arrowstreet Capital, Limited Partnership 9,502 $760.16K 0.63% — 2026-06-30
25 Charles Schwab Investment Management, Inc. 9,370 $749.60K 0.62% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

CFFI Insider Trading (Form 4)

Latest: 2026-09-09
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-09 S Dustin Crone PRESIDENT & CEO C&F FINANCE Sell (S) −900 $94.41 -$85.0K EDGAR
2026-09-08 Larry G Dillon EXECUTIVE CHAIRMAN Sell (S) −1,000 $95.07 -$95.1K EDGAR
2026-08-20 Larry G Dillon EXECUTIVE CHAIRMAN Sell (S) −1,000 $86.00 -$86.0K EDGAR
2026-08-07 D Anthony Peay Director Sell (S) −425 $85.92 -$36.5K EDGAR
2026-08-07 Thomas F Cherry PRESIDENT & CEO Sell (S) −500 $87.13 -$43.6K EDGAR
2026-08-07 D Anthony Peay Director Sell (S) −425 $85.92 -$36.5K EDGAR
2026-08-07 Thomas F Cherry PRESIDENT & CEO Sell (S) −500 $87.13 -$43.6K EDGAR
2026-08-04 John A Seaman III EVP, CHIEF CREDIT OFFICER Sell (S) −650 $84.61 -$55.0K EDGAR
2026-07-07 Elizabeth R Kelley Director Will (W) +217 — EDGAR
2026-06-15 Thomas F Cherry PRESIDENT & CEO Sell (S) −171 $77.68 -$13.3K EDGAR
2026-06-10 Thomas F Cherry PRESIDENT & CEO Sell (S) −1,207 $76.27 -$92.1K EDGAR
2026-06-09 Jason E Long EVP, CHIEF FINANCIAL OFFICER Sell (S) −1,360 $75.50 -$102.7K EDGAR
2026-05-28 Thomas F Cherry PRESIDENT & CEO Sell (S) −500 $75.00 -$37.5K EDGAR
2026-05-13 Elizabeth R Kelley Director Sell (S) −1,025 $73.00 -$74.8K EDGAR
2026-04-22 Julie R Agnew Director Award (A) +450 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

CFFI Insider Holdings

18 insiders · @ $101.39
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Thomas F Cherry PRESIDENT & CEO 38,869 $3.94M -$1.91M 68 2026-08-07
2 Larry G Dillon EXECUTIVE CHAIRMAN 33,058 $3.35M -$1.98M 86 2026-09-08
3 J P Causey Jr Director 30,016 $3.04M -$1.07M 36 2026-04-22
4 Paul C Robinson Director 20,692 $2.10M -$40.5K 31 2026-04-22
5 Audrey Dale Holmes Director 17,723 $1.80M -$7.8K 26 2026-04-22
6 Bryan Edwin McKernon PRESIDENT & CEO C&F MORTGAGE 13,245 $1.34M -$1.02M 58 2024-12-03
7 Mark A Fox PRESIDENT & CEO C&F MORTGAGE 11,527 $1.17M -$83.6K 5 2026-03-02
8 Charles Elis Olsson Director 11,209 $1.14M -$84.6K 25 2026-04-22
9 Jason E Long EVP, CHIEF FINANCIAL OFFICER 10,083 $1.02M -$126.0K 25 2026-06-09
10 S Dustin Crone PRESIDENT & CEO C&F FINANCE 8,378 $849.4K -$546.0K 30 2026-09-09
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CFFI Proposed Insider Sales (Form 144)

Latest: 2026-09-04
Last 30d: 0 filings  ·  Last 90d: 4 filings · $472K notice value · 3 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Crone S Dustin (1, $236K) · LARRY G DILLON (2, $182K) · John A III Seaman (1, $54K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-04 Crone S Dustin Director 2,500 $235.8K 2026-09-04 The Charles Schwab Corporation — EDGAR
2026-09-04 LARRY G DILLON Officer, Director 1,000 $94.6K 2026-09-04 C&F Wealth Management — EDGAR
2026-08-19 LARRY G DILLON Officer, Director 1,000 $87.6K 2026-08-19 C&F Wealth Management — EDGAR
2026-08-03 John A III Seaman Officer 650 $53.7K 2026-08-03 C&F Wealth Management — EDGAR
2026-06-01 Jason E Long Officer 1,417 $104.5K 2026-06-01 Davenport — EDGAR
2026-05-28 THOMAS F CHERRY Officer, Director 1,878 $139.2K 2026-05-28 C&F Wealth Management — EDGAR
2026-05-13 Elizabeth R Kelley Director 1,025 $74.0K 2026-05-13 C&F Wealth Management — EDGAR
2026-02-26 THOMAS F CHERRY Officer, Director 2,000 $154.7K 2026-02-26 C&F Wealth Management — EDGAR
2025-08-19 THOMAS F CHERRY Officer, Director 1,205 $81.3K 2025-08-19 C&F Wealth Management — EDGAR
2025-05-14 D ANTHONY PEAY Director 1,000 $69.2K 2025-05-14 Raymond James Financial Services — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
31 ETFs hold CFFI
25 shown · $33.23M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $9.0M $78.7B 2026-10-08
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $8.8M — 2026-08-31
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $3.2M — 2026-08-31
4 AVUV Avantis U.S. Small Cap Value ETF Nport 0.01% $2.5M — 2026-08-31
5 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.6M — 2026-08-31
6 DFAT Dimensional U.S. Targeted Value ETF Nport 0.01% $1.6M — 2026-10-31
7 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.07% $1.3M — 2026-06-30
8 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.08% $1.0M $1.3B 2026-10-08
9 DFSV Dimensional US Small Cap Value ETF Nport 0.01% $903,299 — 2026-10-31
10 FDM First Trust Dow Jones Select MicroCap Index Fund Nport 0.31% $707,664 — 2026-12-31
11 DFAS Dimensional U.S. Small Cap ETF Nport 0.01% $664,899 — 2026-10-31
12 DFAC Dimensional U.S. Core Equity 2 ETF Nport 0.00% $625,894 — 2026-10-31
13 AVSC Avantis U.S. Small Cap Equity ETF Nport 0.02% $368,615 — 2026-08-31
14 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.02% $255,010 — 2026-08-31
15 GSSC Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Nport 0.02% $189,696 — 2026-08-31
16 RSSL Global X Russell 2000 ETF Global X 0.01% $146,407 — 2026-10-09
17 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.00% $106,098 — 2026-04-30
18 EES WisdomTree U.S. SmallCap Fund Nport 0.00% $35,120 — 2027-03-31
19 DFUS Dimensional U.S. Equity Market ETF Nport 0.00% $31,927 — 2026-10-31
20 OMFS Invesco Russell 2000 Dynamic Multifactor ETF Invesco 0.01% $25,682 — 2026-10-08
21 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $19,567 — 2026-08-31
22 DCOR Dimensional US Core Equity 1 ETF Nport 0.00% $18,373 — 2026-10-31
23 ITWO ProShares Russell 2000 High Income ETF ProShares 0.01% $18,352 — 2026-10-09
24 DFSU Dimensional US Sustainability Core 1 ETF Nport 0.00% $18,072 — 2026-10-31
25 URTY ProShares UltraPro Russell2000 ProShares 0.00% $12,877 — 2026-10-09
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.