RRC
DFSV

Relaxing Retirement Coach’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Relaxing Retirement Coach’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
Q2 		$359K Buy
+13,953
New +$341K 0.11% 56

Other funds holding DFSV

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Relaxing Retirement Coach's DFSV Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2023: 13,953 shares worth $359K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

201 funds tracked by Wall St. Rank hold DFSV as of Q2 2023.

  • Relaxing Retirement Coach held 13,953 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $359K as of Q2 2023.
  • U.S. Small Cap Value Portfolio ETF Class Shares was a new Relaxing Retirement Coach position in Q2 2023.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.11% of Relaxing Retirement Coach's portfolio in Q2 2023, its #56 holding.
  • 201 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.