Beaird Harris Wealth Management’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
$280K Hold
9,500
0.02% 118
2025
Q1
$267K Hold
9,500
0.02% 113
2024
Q4
$292K Hold
9,500
0.03% 111
2024
Q3
$293K Hold
9,500
0.03% 116
2024
Q2
$273K Hold
9,500
0.03% 109
2024
Q1
$286K Buy
+9,500
New +$286K 0.03% 99