FPIS
DFSV

Financial Planning & Information Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Financial Planning & Information Services’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
Q3 		$305K Sell
9,916
-904
-8% -$27.1K 0.04% 75
2024
Q2 		$311K Hold
10,820
– – 0.05% 68
2024
Q1 		$326K Buy
10,820
+20
+0.2% +$570 0.05% 71
2023
Q4 		$314K Sell
10,800
-475
-4% -$12.3K 0.05% 70
2023
Q3 		$286K Sell
11,275
-114
-1% -$3.01K 0.05% 72
2023
Q2 		$293K Sell
11,389
-4,329
-28% -$106K 0.05% 72
2023
Q1 		$392K Buy
15,718
+769
+5% +$20.2K 0.08% 65
2022
Q4 		$370K Buy
+14,949
New +$370K 0.08% 62

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return