Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,364
| Closed | -$381K | – | 3964 |
|
|
2024
Q4 | $381K | Buy |
+12,364
| New | +$381K | ﹤0.01% | 2913 |
|
|
2024
Q2 | – | Sell |
-8,636
| Closed | -$260K | – | 3718 |
|
|
2024
Q1 | $260K | Sell |
8,636
-1,749
| -17% | -$52.6K | ﹤0.01% | 3164 |
|
|
2023
Q4 | $302K | Sell |
10,385
-786
| -7% | -$22.9K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $283K | Buy |
+11,171
| New | +$283K | ﹤0.01% | 1768 |
|