AWM
Arista 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 | $54.5M | Buy |
1,852,406
+68,933
| +4% | +$2.03M | 7.54% | 3 |
|
|
2025
Q1 | $50.2M | Buy |
1,783,473
+72,702
| +4% | +$2.05M | 12.17% | 3 |
|
|
2024
Q4 | $52.7M | Buy |
1,710,771
+56,380
| +3% | +$1.74M | 12.62% | 3 |
|
|
2024
Q3 | $51M | Buy |
1,654,391
+84,167
| +5% | +$2.59M | 12.24% | 3 |
|
|
2024
Q2 | $45.2M | Buy |
1,570,224
+1,083,193
| +222% | +$31.2M | 11.89% | 3 |
|
|
2024
Q1 | $14.7M | Sell |
487,031
-571,423
| -54% | -$17.2M | 11.2% | 2 |
|
|
2023
Q4 | $30.8M | Buy |
1,058,454
+144,042
| +16% | +$4.19M | 11.29% | 3 |
|
|
2023
Q3 | $23.2M | Buy |
914,412
+103,493
| +13% | +$2.62M | 9.07% | 5 |
|
|
2023
Q2 | $20.8M | Buy |
810,919
+620,436
| +326% | +$15.9M | 8.66% | 5 |
|
|
2023
Q1 | $4.75M | Buy |
190,483
+154,941
| +436% | +$3.86M | 2.59% | 8 |
|
|
2022
Q4 | $880K | Buy |
+35,542
| New | +$880K | 0.56% | 25 |
|