Bannerman Wealth Management Group’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	$345K	Buy	11,725 +826	+8%	+$24.3K	0.26%	31
2025 Q1	$307K	Buy	10,899 +2,693	+33%	+$75.8K	0.25%	27
2024 Q4	$253K	Buy	+8,206	New	+$253K	0.21%	30