Eudaimonia Partners
DFSV icon

Eudaimonia Partners’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Eudaimonia Partners’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 		$1.33M Buy
44,290
+1,870
+4% +$53.3K 0.32% 72
2023
Q4 		$1.24M Buy
+42,420
New +$1.1M 0.32% 67

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Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
DiNuzzo Private Wealth
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Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Eudaimonia Partners's DFSV Position: Q1 2024 in Review

Eudaimonia Partners increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 4.4% in Q1 2024, buying an estimated $53.3K and bringing the position to 44,290 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #72.

Eudaimonia Partners first reported a position in DFSV in Q4 2023 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

  • Eudaimonia Partners held 44,290 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.33M as of Q1 2024.
  • Eudaimonia Partners bought 1,870 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $53.3K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.32% of Eudaimonia Partners's portfolio in Q1 2024, its #72 holding.
  • Eudaimonia Partners first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.