CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,231
Closed -$232K – 2535
2025
Q1 		$232K Buy
+8,231
New +$232K ﹤0.01% 2095
2023
Q4 		– Sell
-14,439
Closed -$366K – 2684
2023
Q3 		$366K Buy
+14,439
New +$366K ﹤0.01% 1860