SS
DFSV

Simplicity Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Simplicity Solutions’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 		$405K Buy
13,912
+80
+0.6% +$2.08K 0.01% 739
2023
Q3 		$351K Buy
13,832
+317
+2% +$8.36K 0.01% 711
2023
Q2 		$347K Sell
13,515
-7,313
-35% -$179K 0.01% 780
2023
Q1 		$519K Buy
+20,828
New +$546K 0.01% 682

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SC
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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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

Simplicity Solutions's DFSV Position: Q4 2023 in Review

Simplicity Solutions increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.58% in Q4 2023, buying an estimated $2.08K and bringing the position to 13,912 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #739.

Simplicity Solutions first reported a position in DFSV in Q1 2023 and has held it in 4 quarters since. The position peaked at $519K in Q1 2023. 262 funds tracked by Wall St. Rank hold DFSV as of Q4 2023.

  • Simplicity Solutions held 13,912 shares of Dimensional US Small Cap Value ETF worth $405K as of Q4 2023.
  • Simplicity Solutions bought 80 Dimensional US Small Cap Value ETF shares in Q4 2023, an estimated $2.08K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #739 holding.
  • Simplicity Solutions first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Dimensional US Small Cap Value ETF position peaked at $519K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.