DEAN SMALL CAP VALUE

DEAN SMALL CAP VALUE is a registered fund series of Unified Series Trust (series S000016035). Net assets $170.2M as of 2026-03-31.

Profile

Advisers

Top holdings (59 reported)

Showing 15 of 59 holdings by value.

HoldingTickerValue% of fund
AITC-BANK DEPOSIT-4699-354$8.1M476.13%
Helmerich & Payne Inc$6.2M363.33%
Sanfilippo(John B)$6.1M357.49%
Viavi Solutions Inc$5.7M336.26%
Prestige Consumer Healthcare Inc$5.7M334.51%
Cactus Inc$5.5M320.96%
Reynolds Consumer Products Inc.$5.4M318.78%
Portland General Electric Company$5.1M300.35%
American States Water Co.$5.0M294.17%
Brady Corp$4.4M255.72%
Camden National Corp.$4.2M245.04%
BEL Fuse Inc$4.2M244.50%
Kennametal Inc$4.1M240.93%
Stepan Co$4.1M238.64%
Addus Homecare Corp$4.0M235.45%

Net asset history

Report dateNet assets
2026-03-31$170.2M
2025-12-31$167.1M
2025-09-30$168.4M
2025-06-30$161.2M
2025-03-31$180.6M
2024-12-31$202.7M
2024-09-30$226.8M
2024-06-30$219.3M

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