BAM
BOS Asset Management’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 | $8.47M | Buy |
287,665
+12,940
| +5% | +$381K | 2.7% | 6 |
|
|
2025
Q1 | $7.73M | Buy |
274,725
+24,877
| +10% | +$700K | 2.65% | 6 |
|
|
2024
Q4 | $7.69M | Buy |
249,848
+2,892
| +1% | +$89K | 2.75% | 7 |
|
|
2024
Q3 | $7.61M | Buy |
246,956
+24,201
| +11% | +$745K | 2.8% | 7 |
|
|
2024
Q2 | $6.41M | Buy |
222,755
+35,695
| +19% | +$1.03M | 2.96% | 7 |
|
|
2024
Q1 | $5.63M | Buy |
+187,060
| New | +$5.63M | 2.96% | 7 |
|