AWM
Avondale 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 | $598K | Buy |
20,327
+20,201
| +16,033% | +$595K | 0.33% | 31 |
|
|
2025
Q1 | $3.56K | Hold |
126
| – | – | ﹤0.01% | 109 |
|
|
2024
Q4 | $3.89K | Hold |
126
| – | – | ﹤0.01% | 110 |
|
|
2024
Q3 | $3.89K | Buy |
126
+32
| +34% | +$988 | ﹤0.01% | 108 |
|
|
2024
Q2 | $2.7K | Buy |
94
+36
| +62% | +$1.03K | ﹤0.01% | 117 |
|
|
2024
Q1 | $1.74K | Hold |
58
| – | – | ﹤0.01% | 117 |
|
|
2023
Q4 | $1.68K | Hold |
58
| – | – | ﹤0.01% | 115 |
|
|
2023
Q3 | $1.46K | Buy |
+58
| New | +$1.46K | ﹤0.01% | 127 |
|