Riggs Capital Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Riggs Capital Management’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.21M	Buy	+33,907	New	+$2.27M	2.17%	11

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Riggs Capital Management's DFAS Position: Q4 2024 in Review

Riggs Capital Management opened a new position in U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q4 2024: 33,907 shares worth $2.21M. The stake represents 2.17% of the portfolio and ranks #11 among its holdings.

743 funds tracked by Wall St. Rank hold DFAS as of Q4 2024.

Riggs Capital Management held 33,907 shares of U.S. Small Cap Portfolio ETF Class Shares worth $2.21M as of Q4 2024.
U.S. Small Cap Portfolio ETF Class Shares was a new Riggs Capital Management position in Q4 2024.
U.S. Small Cap Portfolio ETF Class Shares made up 2.17% of Riggs Capital Management's portfolio in Q4 2024, its #11 holding.
743 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.