Cary Street Partners Investment Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy
2025 Q1	$276K	Buy
2024 Q4	–	Sell
2024 Q3	$397K	Sell
2024 Q2	$410K	Buy