C1AG
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Client 1st Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Client 1st Advisory Group’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.78M Buy
94,631
+11,026
+13% +$324K 1.01% 20
2025
Q1 		$2.35M Buy
83,605
+36,139
+76% +$1.02M 0.92% 20
2024
Q4 		$1.46M Buy
+47,466
New +$1.46M 0.56% 24