AE Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $325K | Buy |
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|
2025
Q4 | $248K | Buy |
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|
2025
Q3 | $186K | Buy |
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|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $19.2K | Sell |
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|
2024
Q4 | $24.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $14.1M | Buy |
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