AWM
Ariadne Wealth Management’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 | $875K | Sell |
27,742
-2,109
| -7% | -$66.5K | 0.42% | 51 |
|
|
2025
Q1 | $830K | Buy |
29,851
+19,517
| +189% | +$543K | 0.43% | 58 |
|
|
2024
Q4 | $324K | Hold |
10,334
| – | – | 0.15% | 134 |
|
|
2024
Q3 | $339K | Hold |
10,334
| – | – | 0.18% | 112 |
|
|
2024
Q2 | $297K | Buy |
+10,334
| New | +$297K | 0.23% | 98 |
|