EP
DFSV

Eudaimonia Partners’s Dimensional US Small Cap Value ETF 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

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

Eudaimonia Partners's DFSV Position: Q1 2024 in Review

Eudaimonia Partners increased its Dimensional US Small Cap Value ETF (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. 285 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

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

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