PFGIA
DFSV

Patriot Financial Group Insurance Agency’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,320
Closed -$52K – 771
2022
Q2 		$52K Buy
+2,320
New +$56.7K 0.01% 714

Other funds holding DFSV

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PFO
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TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFSV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional US Small Cap Value ETF (DFSV) in Q3 2022, closing a stake of 2,320 shares — an estimated $52K sold.

Patriot Financial Group Insurance Agency first reported a position in DFSV in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 75 funds tracked by Wall St. Rank hold DFSV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional US Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,320 Dimensional US Small Cap Value ETF shares in Q3 2022, an estimated $52K.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Dimensional US Small Cap Value ETF position peaked at $52K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.