CWM
Cahill Wealth 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
Q1 | $7.72M | Buy |
274,231
+4,775
| +2% | +$134K | 3.93% | 6 |
|
|
2024
Q4 | $8.29M | Buy |
269,456
+10,689
| +4% | +$329K | 4.23% | 6 |
|
|
2024
Q3 | $7.97M | Buy |
258,767
+12,999
| +5% | +$400K | 4.11% | 6 |
|
|
2024
Q2 | $7.07M | Buy |
245,768
+17,642
| +8% | +$508K | 4.22% | 6 |
|
|
2024
Q1 | $6.87M | Buy |
228,126
+9,017
| +4% | +$271K | 4% | 7 |
|
|
2023
Q4 | $6.38M | Buy |
219,109
+21,168
| +11% | +$616K | 4.29% | 6 |
|
|
2023
Q3 | $5.02M | Buy |
197,941
+12,316
| +7% | +$312K | 3.85% | 7 |
|
|
2023
Q2 | $4.77M | Buy |
185,625
+5,772
| +3% | +$148K | 3.29% | 8 |
|
|
2023
Q1 | $4.48M | Buy |
179,853
+6,755
| +4% | +$168K | 3.31% | 8 |
|
|
2022
Q4 | $4.8M | Buy |
173,098
+128,302
| +286% | +$3.56M | 3.49% | 8 |
|
|
2022
Q3 | $976K | Buy |
44,796
+6,714
| +18% | +$146K | 0.87% | 18 |
|
|
2022
Q2 | $859K | Buy |
+38,082
| New | +$859K | 0.73% | 22 |
|