LA
DFSV

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

LexAurum 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
2023
Q4 		– Sell
-9,125
Closed -$231K – 300
2023
Q3 		$231K Buy
+9,125
New +$241K 0.07% 247

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

LexAurum Advisors's DFSV Position: Q4 2023 in Review

LexAurum Advisors sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2023, closing a stake of 9,125 shares — an estimated $231K sold.

LexAurum Advisors first reported a position in DFSV in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 262 funds tracked by Wall St. Rank hold DFSV as of Q4 2023.

  • LexAurum Advisors reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • LexAurum Advisors sold 9,125 Dimensional US Small Cap Value ETF shares in Q4 2023, an estimated $231K.
  • LexAurum Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • LexAurum Advisors's Dimensional US Small Cap Value ETF position peaked at $231K in Q3 2023.
  • 262 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2023.

Based on LexAurum Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.