Avior 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
2023
Q4
Sell
-1,298
Closed -$32.9K 1554
2023
Q3
$32.9K Sell
1,298
-333
-20% -$8.44K ﹤0.01% 852
2023
Q2
$41.9K Buy
1,631
+14
+0.9% +$360 ﹤0.01% 804
2023
Q1
$40.3K Buy
+1,617
New +$40.3K ﹤0.01% 829