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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4.4 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 14.2 B USD | 68.68 USD | −0.33% | 0.95 | +65.52% | |
| 3.98 M USD | 0.05% | Dimensional Holdings, Inc. | Active | Micro cap | 0.41% | 206.92 M USD | 57.12 USD | +0.14% | 0.63 | — | |
| 2.73 M USD | 0.02% | BlackRock, Inc. | Passive | Small cap | 0.24% | 13.41 B USD | 343.86 USD | +2.05% | 1.02 | +69.04% | |
| 1.71 M USD | 0.03% | The Vanguard Group, Inc. | Passive | Consumer discretionary | 0.09% | 6.04 B USD | 391.31 USD | −0.13% | 1.29 | +55.07% | |
| 1.67 M USD | 0.63% | AJM Ventures LLC | Passive | Micro cap | 0.60% | 265.38 M USD | 89.19 USD | −0.58% | 1.26 | +79.53% | |
| 1.44 M USD | 0.07% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 2.08 B USD | 38.55 USD | −0.16% | 0.98 | +53.04% | |
| 1.16 M USD | 0.10% | BlackRock, Inc. | Passive | Micro cap | 0.60% | 1.17 B USD | 171.99 USD | +1.45% | 0.55 | +91.04% | |
| DDFSVDimensional US Small Cap Value ETF | 870.96 K USD | 0.00% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 8.37 B USD | 38.38 USD | −0.42% | 1.11 | +63.36% |
| 849.43 K USD | 0.03% | American Century Cos., Inc. | Active | Small cap | 0.25% | 3.17 B USD | 70.12 USD | +0.07% | 1.51 | +36.78% | |
| 553.14 K USD | 0.02% | Principal Financial Group, Inc. | Active | Small cap | 0.38% | 2.63 B USD | 66.31 USD | +0.03% | 0.58 | +77.05% | |
| 392.8 K USD | 0.07% | JPMorgan Chase & Co. | Passive | Small cap | 0.29% | 561.5 M USD | 56.09 USD | −0.14% | 1.06 | +58.11% | |
| 384.45 K USD | 0.02% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.36 B USD | 251.08 USD | +2.06% | 3.39 | +69.69% | |
| 381.2 K USD | 0.04% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 1.03 B USD | 84.99 USD | +0.38% | 0.72 | +68.19% | |
| 361.13 K USD | 0.00% | Dimensional Holdings, Inc. | Active | Total market | 0.21% | 15.31 B USD | 55.44 USD | −0.20% | 0.73 | +42.20% | |
| 303.3 K USD | 0.08% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 383.1 M USD | 56.68 USD | −0.16% | 0.55 | +54.14% | |
| 292.74 K USD | 0.04% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 676 M USD | 64.86 USD | −0.01% | 0.80 | +63.93% | |
| 191.49 K USD | 0.04% | The Vanguard Group, Inc. | Active | Total market | 0.13% | 500.3 M USD | 145.35 USD | −0.45% | 1.10 | +59.47% | |
| 66.06 K USD | 0.17% | Indexperts LLC | Active | Total market | 0.50% | 38.51 M USD | 11.34 USD | +0.09% | 0.27 | +19.01% | |
| 65.07 K USD | 0.01% | BlackRock, Inc. | Passive | Small cap | 0.06% | 926.7 M USD | 59.55 USD | +0.95% | 0.88 | +69.34% | |
| 58.51 K USD | 0.01% | Focus Financial Partners, Inc. | Active | Total market | 0.24% | 669.93 M USD | 64.72 USD | −0.05% | 0.42 | — | |
| 11.37 K USD | 0.11% | T. Rowe Price Group, Inc. | Active | Small cap | 0.59% | 10.34 M USD | 24.71 USD | +1.58% | 0.01 | — | |
| 4.4 K USD | 0.04% | ORIX Corp. | Passive | Small cap | 0.29% | 12.48 M USD | 38.12 USD | −0.73% | 0.40 | +26.09% | |
| 987 USD | 0.02% | Ameriprise Financial, Inc. | Active | Small cap | 0.32% | 5.72 M USD | 22.95 USD | +0.45% | 0.59 | — |