CCA
DFSV

Criterion Capital Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Criterion Capital Advisors’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
Q4 		$26.2K Hold
912
– – 0.02% 188
2024
Q3 		$26.2K Hold
912
– – 0.02% 188
2024
Q2 		$26.2K Buy
+912
New +$26.5K 0.02% 188

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Criterion Capital Advisors's DFSV Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q4 2024 at 912 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #188.

Criterion Capital Advisors first reported a position in DFSV in Q2 2024 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold DFSV as of Q4 2024.

  • Criterion Capital Advisors held 912 shares of Dimensional US Small Cap Value ETF worth $26.2K as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional US Small Cap Value ETF share count unchanged in Q4 2024.
  • Dimensional US Small Cap Value ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #188 holding.
  • Criterion Capital Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.