AP
DFSV

Atwood & Palmer’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Atwood & Palmer’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
2024
Q1 		– Sell
-12
Closed -$362 – 420
2023
Q4 		$362 Buy
+12
New +$311 ﹤0.01% 388

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Atwood & Palmer's DFSV Position: Q1 2024 in Review

Atwood & Palmer sold out of U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q1 2024, closing a stake of 12 shares — an estimated $362 sold.

Atwood & Palmer first reported a position in DFSV in Q4 2023 and held it in 1 quarter. The position peaked at $362 in Q4 2023. 286 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

  • Atwood & Palmer reported no remaining U.S. Small Cap Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Atwood & Palmer sold 12 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $362.
  • Atwood & Palmer first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • Atwood & Palmer's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $362 in Q4 2023.
  • 286 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2024.

Based on Atwood & Palmer's 13F filing for Q1 2024, filed 10 Apr 2024.