BWL
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Bogart Wealth LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bogart Wealth LLC’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$88 Hold
3
– – ﹤0.01% 1421
2025
Q1 		$84 Hold
3
– – ﹤0.01% 1369
2024
Q4 		$92 Hold
3
– – ﹤0.01% 1317
2024
Q3 		$92 Buy
+3
New +$92 ﹤0.01% 1115