Steward Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+100	New	+$2.64K	﹤0.01%	958

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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Corient Private Wealth

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

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

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

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Steward Financial Group's DFSV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q3 2023: 100 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

220 funds tracked by Wall St. Rank hold DFSV as of Q3 2023.

Steward Financial Group held 100 shares of Dimensional US Small Cap Value ETF worth $2K as of Q3 2023.
Dimensional US Small Cap Value ETF was a new Steward Financial Group position in Q3 2023.
Dimensional US Small Cap Value ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #958 holding.
220 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.