B
BetterWealth’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 | $3.32M | Sell |
112,752
-8,839
| -7% | -$260K | 0.85% | 18 |
|
|
2025
Q1 | $3.42M | Sell |
121,591
-112,117
| -48% | -$3.16M | 0.96% | 18 |
|
|
2024
Q4 | $7.19M | Sell |
233,708
-395,037
| -63% | -$12.2M | 1.98% | 10 |
|
|
2024
Q3 | $19.4M | Buy |
628,745
+17,944
| +3% | +$553K | 5.72% | 5 |
|
|
2024
Q2 | $17.6M | Buy |
610,801
+13,715
| +2% | +$395K | 5.6% | 5 |
|
|
2024
Q1 | $18M | Buy |
597,086
+6,851
| +1% | +$206K | 5.85% | 5 |
|
|
2023
Q4 | $17.2M | Sell |
590,235
-2,350
| -0.4% | -$68.4K | 5.88% | 5 |
|
|
2023
Q3 | $15M | Sell |
592,585
-3,343
| -0.6% | -$84.7K | 6.05% | 5 |
|
|
2023
Q2 | $15.3M | Buy |
595,928
+8,748
| +1% | +$225K | 5.96% | 5 |
|
|
2023
Q1 | $14.6M | Buy |
587,180
+15,590
| +3% | +$389K | 5.92% | 5 |
|
|
2022
Q4 | $14.2M | Buy |
571,590
+27,779
| +5% | +$688K | 6.37% | 5 |
|
|
2022
Q3 | $11.9M | Buy |
543,811
+25,547
| +5% | +$557K | 6.1% | 7 |
|
|
2022
Q2 | $11.7M | Buy |
+518,264
| New | +$11.7M | 5.77% | 7 |
|