CPA
Capital Performance Advisors’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 | $1.18M | Buy |
40,115
+10,679
| +36% | +$314K | 0.23% | 58 |
|
|
2025
Q1 | $829K | Buy |
29,436
+4,130
| +16% | +$116K | 0.18% | 65 |
|
|
2024
Q4 | $779K | Buy |
25,306
+94
| +0.4% | +$2.89K | 0.25% | 42 |
|
|
2024
Q3 | $777K | Buy |
25,212
+9,302
| +58% | +$287K | 0.24% | 39 |
|
|
2024
Q2 | $458K | Buy |
15,910
+2,212
| +16% | +$63.7K | 0.17% | 47 |
|
|
2024
Q1 | $412K | Buy |
13,698
+5,243
| +62% | +$158K | 0.16% | 51 |
|
|
2023
Q4 | $246K | Buy |
+8,455
| New | +$246K | 0.11% | 61 |
|