Cambridge Financial Group (Arizona)’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 | $1.01M | Sell |
34,452
-6,445
| -16% | -$190K | 0.38% | 52 |
|
|
2025
Q1 | $1.15M | Sell |
40,897
-24,558
| -38% | -$691K | 0.49% | 44 |
|
|
2024
Q4 | $2.01M | Buy |
65,455
+4,958
| +8% | +$153K | 0.86% | 28 |
|
|
2024
Q3 | $1.86M | Buy |
60,497
+16,959
| +39% | +$522K | 0.78% | 29 |
|
|
2024
Q2 | $1.25M | Buy |
43,538
+16,446
| +61% | +$473K | 0.57% | 41 |
|
|
2024
Q1 | $815K | Buy |
27,092
+7,398
| +38% | +$223K | 0.39% | 57 |
|
|
2023
Q4 | $573K | Buy |
+19,694
| New | +$573K | 0.3% | 62 |
|