KS
DFSV

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

Karpas Strategies’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
Q2 		$847K Buy
+29,415
New +$854K 0.27% 68

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Karpas Strategies's DFSV Position: Q2 2024 in Review

Karpas Strategies opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2024: 29,415 shares worth $847K. The stake represents 0.27% of the portfolio and ranks #68 among its holdings.

304 funds tracked by Wall St. Rank hold DFSV as of Q2 2024.

  • Karpas Strategies held 29,415 shares of Dimensional US Small Cap Value ETF worth $847K as of Q2 2024.
  • Dimensional US Small Cap Value ETF was a new Karpas Strategies position in Q2 2024.
  • Dimensional US Small Cap Value ETF made up 0.27% of Karpas Strategies's portfolio in Q2 2024, its #68 holding.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.