Riggs Capital Management’s U.S. Small Cap Value Portfolio ETF Class Shares 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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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 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 U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q4 2024: 20,672 shares worth $636K. The stake represents 0.62% of the portfolio and ranks #43 among its holdings.

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

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

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