RCM
DFSV

Riggs Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Riggs Capital 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
Q4 		$636K Buy
+20,672
New +$655K 0.62% 43

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Riggs Capital Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q4 2024: 20,672 shares worth $636K. The stake represents 0.62% of the portfolio and ranks #43 among its holdings.

401 funds tracked by Wall St. Rank hold DFSV as of Q4 2024.

  • Riggs Capital Management held 20,672 shares of Dimensional US Small Cap Value ETF worth $636K as of Q4 2024.
  • Dimensional US Small Cap Value ETF was a new Riggs Capital Management position in Q4 2024.
  • Dimensional US Small Cap Value ETF made up 0.62% of Riggs Capital Management's portfolio in Q4 2024, its #43 holding.
  • 401 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2024.

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