AWM
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Aegis Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Aegis Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Hold
59,347
– – 1% 30
2025
Q1 		$1.67M Buy
59,347
+3,493
+6% +$98.3K 0.98% 30
2024
Q4 		$1.72M Buy
+55,854
New +$1.72M 1.16% 23