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

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return