AFA
Alpha Financial 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 | $13.9M | Sell |
473,731
-47,338
| -9% | -$1.39M | 5.39% | 8 |
|
|
2025
Q1 | $14.7M | Sell |
521,069
-216,592
| -29% | -$6.1M | 6.52% | 7 |
|
|
2024
Q4 | $22.7M | Buy |
737,661
+2,069
| +0.3% | +$63.7K | 10.28% | 4 |
|
|
2024
Q3 | $22.7M | Buy |
735,592
+8,562
| +1% | +$264K | 10.02% | 4 |
|
|
2024
Q2 | $20.9M | Sell |
727,030
-1,629
| -0.2% | -$46.9K | 10.07% | 5 |
|
|
2024
Q1 | $21.9M | Buy |
728,659
+23,339
| +3% | +$703K | 10.34% | 4 |
|
|
2023
Q4 | $20.5M | Buy |
705,320
+57,861
| +9% | +$1.68M | 10.41% | 5 |
|
|
2023
Q3 | $16.4M | Buy |
647,459
+26,397
| +4% | +$669K | 10.39% | 4 |
|
|
2023
Q2 | $16M | Buy |
621,062
+110,566
| +22% | +$2.84M | 9.99% | 4 |
|
|
2023
Q1 | $12.7M | Buy |
+510,496
| New | +$12.7M | 8.84% | 5 |
|