SPC
DFSV

Sigma Planning Corp’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-27,370
Closed -$694K – 922
2023
Q3 		$694K Buy
27,370
+14,819
+118% +$391K 0.03% 588
2023
Q2 		$323K Buy
12,551
+2,097
+20% +$51.3K 0.01% 908
2023
Q1 		$261K Buy
10,454
+971
+10% +$25.4K 0.01% 1058
2022
Q4 		$235K Buy
+9,483
New +$234K 0.01% 1075

Other funds holding DFSV

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Sigma Planning Corp's DFSV Position: Q4 2023 in Review

Sigma Planning Corp sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2023, closing a stake of 27,370 shares — an estimated $694K sold.

Sigma Planning Corp first reported a position in DFSV in Q4 2022 and held it in 4 quarters. The position peaked at $694K in Q3 2023. 262 funds tracked by Wall St. Rank hold DFSV as of Q4 2023.

  • Sigma Planning Corp reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 27,370 Dimensional US Small Cap Value ETF shares in Q4 2023, an estimated $694K.
  • Sigma Planning Corp first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Dimensional US Small Cap Value ETF position peaked at $694K in Q3 2023.
  • 262 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.