Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.4K | Hold |
987
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $30.4K | Hold |
987
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $28.4K | Hold |
987
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $29.7K | Hold |
987
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $28.7K | Hold |
987
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $25K | Hold |
987
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $25.4K | Hold |
987
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $24.6K | Buy |
987
+187
| +23% | +$4.66K | 0.01% | 257 |
|
|
2022
Q4 | $19.8K | Buy |
+800
| New | +$19.8K | 0.01% | 266 |
|