Asset Management Corp’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Asset Management Corp’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
2023 Q1	$204K	Buy	+8,163	New	+$214K	0.16%	122

Other funds holding DFSV

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Asset Management Corp's DFSV Position: Q1 2023 in Review

Asset Management Corp opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q1 2023: 8,163 shares worth $204K. The stake represents 0.16% of the portfolio and ranks #122 among its holdings.

187 funds tracked by Wall St. Rank hold DFSV as of Q1 2023.

Asset Management Corp held 8,163 shares of Dimensional US Small Cap Value ETF worth $204K as of Q1 2023.
Dimensional US Small Cap Value ETF was a new Asset Management Corp position in Q1 2023.
Dimensional US Small Cap Value ETF made up 0.16% of Asset Management Corp's portfolio in Q1 2023, its #122 holding.
187 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.