AWA
Acorn Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
60,133
+16,155
| +37% | +$475K | 0.66% | 34 |
|
|
2025
Q1 | $1.24M | Sell |
43,978
-4,604
| -9% | -$130K | 0.52% | 47 |
|
|
2024
Q4 | $1.5M | Buy |
48,582
+41,904
| +627% | +$1.29M | 0.62% | 40 |
|
|
2024
Q3 | $206K | Buy |
+6,678
| New | +$206K | 0.09% | 218 |
|