Lincoln National Corp’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lincoln National Corp’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	–	Sell	-99,629	Closed	-$3M	–	264
2024 Q1	$3M	Buy	99,629 +5,054	+5%	+$144K	0.05%	248
2023 Q4	$2.75M	Buy	94,575 +4,848	+5%	+$126K	0.05%	230
2023 Q3	$2.27M	Buy	89,727 +33,397	+59%	+$881K	0.05%	228
2023 Q2	$1.45M	Buy	56,330 +18,772	+50%	+$459K	0.03%	322
2023 Q1	$936K	Buy	+37,558	New	+$984K	0.02%	408

Other funds holding DFSV

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $20.3B AUM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return