RJA
DFSV

Raymond James & Associates’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Raymond James & Associates’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
Q3 		$831K Buy
+26,977
New +$809K ﹤0.01% 2801

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Raymond James & Associates's DFSV Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q3 2024: 26,977 shares worth $831K. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings.

328 funds tracked by Wall St. Rank hold DFSV as of Q3 2024.

  • Raymond James & Associates held 26,977 shares of Dimensional US Small Cap Value ETF worth $831K as of Q3 2024.
  • Dimensional US Small Cap Value ETF was a new Raymond James & Associates position in Q3 2024.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2801 holding.
  • 328 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.