B
DFSV

Bridgeworth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bridgeworth’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
Q4 		$16.6M Buy
568,749
+65,087
+13% +$1.69M 1.64% 15
2023
Q3 		$12.8M Buy
503,662
+54,751
+12% +$1.44M 1.41% 17
2023
Q2 		$11.5M Buy
448,911
+161,837
+56% +$3.96M 1.27% 17
2023
Q1 		$7.16M Buy
+287,074
New +$7.52M 0.9% 24

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Bridgeworth's DFSV Position: Q4 2023 in Review

Bridgeworth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 13% in Q4 2023, buying an estimated $1.69M and bringing the position to 568,749 shares worth $16.6M. The position accounts for 1.64% of the portfolio, ranked #15.

Bridgeworth first reported a position in DFSV in Q1 2023 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold DFSV as of Q4 2023.

  • Bridgeworth held 568,749 shares of Dimensional US Small Cap Value ETF worth $16.6M as of Q4 2023.
  • Bridgeworth bought 65,087 Dimensional US Small Cap Value ETF shares in Q4 2023, an estimated $1.69M.
  • Dimensional US Small Cap Value ETF made up 1.64% of Bridgeworth's portfolio in Q4 2023, its #15 holding.
  • Bridgeworth first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.