AP
DFSV

Atwood & Palmer’s Dimensional US Small Cap Value ETF 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 $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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 Dimensional US Small Cap Value ETF (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. 285 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

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

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