MSWM
DFSV

McGlone Suttner Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

McGlone Suttner Wealth Management’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 		– Sell
-2,932
Closed -$85.4K – 316
2023
Q4 		$85.4K Buy
+2,932
New +$76.1K 0.02% 225

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

McGlone Suttner Wealth Management's DFSV Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2024, closing a stake of 2,932 shares — an estimated $85.4K sold.

McGlone Suttner Wealth Management first reported a position in DFSV in Q4 2023 and held it in 1 quarter. The position peaked at $85.4K in Q4 2023. 285 funds tracked by Wall St. Rank hold DFSV as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,932 Dimensional US Small Cap Value ETF shares in Q1 2024, an estimated $85.4K.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dimensional US Small Cap Value ETF position peaked at $85.4K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.