Balance Wealth’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
Sell
-9,444
Closed -$266K 107
2025
Q1
$266K Buy
+9,444
New +$266K 0.17% 99