Carson Wealth (CWM LLC)’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 | $4.54M | Sell |
154,339
-193,516
| -56% | -$5.69M | 0.02% | 620 |
|
|
2025
Q1 | $9.79M | Buy |
347,855
+259,159
| +292% | +$7.3M | 0.04% | 355 |
|
|
2024
Q4 | $2.73M | Buy |
88,696
+25,275
| +40% | +$778K | 0.01% | 668 |
|
|
2024
Q3 | $1.95M | Buy |
63,421
+53,749
| +556% | +$1.66M | 0.01% | 709 |
|
|
2024
Q2 | $278K | Buy |
9,672
+3,933
| +69% | +$113K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $173K | Sell |
5,739
-1,156
| -17% | -$34.8K | ﹤0.01% | 1579 |
|
|
2023
Q4 | $201K | Sell |
6,895
-40,429
| -85% | -$1.18M | ﹤0.01% | 1423 |
|
|
2023
Q3 | $1.2M | Sell |
47,324
-61,925
| -57% | -$1.57M | 0.01% | 673 |
|
|
2023
Q2 | $2.81M | Buy |
+109,249
| New | +$2.81M | 0.02% | 457 |
|