Avant Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.16M Buy
311,396
+43,551
+16% +$1.28M 7.55% 3
2025
Q1
$7.54M Buy
267,845
+9,086
+4% +$256K 6.84% 3
2024
Q4
$7.96M Buy
+258,759
New +$7.96M 7.32% 3