Funds holding the stock

Sorted by market value, the list below shows funds with Carriage Services Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Mkt value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Chg %
Rel vol
NAV total return
3Y
DFATU.S. Targeted Value Portfolio ETF Class Shares
4.4 M USD0.01%
Dimensional Holdings, Inc.
Active
Extended market
0.28%14.2 B USD68.68 USD−0.33%0.95+65.52%
DFMCU.S. Micro Cap Portfolio: ETF Class Shares
3.98 M USD0.05%
Dimensional Holdings, Inc.
Active
Micro cap
0.41%206.92 M USD57.12 USD+0.14%0.63—
IWOiShares Russell 2000 Growth Fund
2.73 M USD0.02%
BlackRock, Inc.
Passive
Small cap
0.24%13.41 B USD343.86 USD+2.05%1.02+69.04%
VCRVanguard Consumer Discretion ETF
1.71 M USD0.03%
The Vanguard Group, Inc.
Passive
Consumer discretionary
0.09%6.04 B USD391.31 USD−0.13%1.29+55.07%
FDMFirst Trust DJ Select MicroCap ETF
1.67 M USD0.63%
AJM Ventures LLC
Passive
Micro cap
0.60%265.38 M USD89.19 USD−0.58%1.26+79.53%
DESWisdomTree U.S. SmallCap Dividend Fund
1.44 M USD0.07%
WisdomTree, Inc.
Passive
Small cap
0.38%2.08 B USD38.55 USD−0.16%0.98+53.04%
IWCiShares Microcap ETF
1.16 M USD0.10%
BlackRock, Inc.
Passive
Micro cap
0.60%1.17 B USD171.99 USD+1.45%0.55+91.04%
DDFSVDimensional US Small Cap Value ETF
870.96 K USD0.00%
Dimensional Holdings, Inc.
Active
Small cap
0.30%8.37 B USD38.38 USD−0.42%1.11+63.36%
AVSCAvantis U.S Small Cap Equity ETF
849.43 K USD0.03%
American Century Cos., Inc.
Active
Small cap
0.25%3.17 B USD70.12 USD+0.07%1.51+36.78%
PSCPrincipal U.S. Small-Cap ETF
553.14 K USD0.02%
Principal Financial Group, Inc.
Active
Small cap
0.38%2.63 B USD66.31 USD+0.03%0.58+77.05%
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF
392.8 K USD0.07%
JPMorgan Chase & Co.
Passive
Small cap
0.29%561.5 M USD56.09 USD−0.14%1.06+58.11%
VTWGVanguard Russell 2000 Growth ETF
384.45 K USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.36 B USD251.08 USD+2.06%3.39+69.69%
GSSCGS ActiveBeta U.S. Small Cap Equity ETF
381.2 K USD0.04%
The Goldman Sachs Group, Inc.
Passive
Small cap
0.20%1.03 B USD84.99 USD+0.38%0.72+68.19%
DFUVDimensional US Marketwide Value ETF
361.13 K USD0.00%
Dimensional Holdings, Inc.
Active
Total market
0.21%15.31 B USD55.44 USD−0.20%0.73+42.20%
DGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund
303.3 K USD0.08%
WisdomTree, Inc.
Passive
Small cap
0.38%383.1 M USD56.68 USD−0.16%0.55+54.14%
EESWisdomTree U.S. SmallCap Fund
292.74 K USD0.04%
WisdomTree, Inc.
Passive
Small cap
0.38%676 M USD64.86 USD−0.01%0.80+63.93%
VFMVVanguard U.S. Minimum Volatility ETF
191.49 K USD0.04%
The Vanguard Group, Inc.
Active
Total market
0.13%500.3 M USD145.35 USD−0.45%1.10+59.47%
QIDXIndexperts Quality Earnings Focused ETF
66.06 K USD0.17%
Indexperts LLC
Active
Total market
0.50%38.51 M USD11.34 USD+0.09%0.27+19.01%
ISCGiShares Morningstar Small-Cap Growth ETF
65.07 K USD0.01%
BlackRock, Inc.
Passive
Small cap
0.06%926.7 M USD59.55 USD+0.95%0.88+69.34%
EBILongview Advantage ETF
58.51 K USD0.01%
Focus Financial Partners, Inc.
Active
Total market
0.24%669.93 M USD64.72 USD−0.05%0.42—
TSEET. Rowe Price Small Cap ETF
11.37 K USD0.11%
T. Rowe Price Group, Inc.
Active
Small cap
0.59%10.34 M USD24.71 USD+1.58%0.01—
EBITHarbor AlphaEdge Small Cap Earners ETF
4.4 K USD0.04%
ORIX Corp.
Passive
Small cap
0.29%12.48 M USD38.12 USD−0.73%0.40+26.09%
RESMColumbia Research Enhanced Small Cap ETF
987 USD0.02%
Ameriprise Financial, Inc.
Active
Small cap
0.32%5.72 M USD22.95 USD+0.45%0.59—