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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.84M	Buy
2025 Q2	$2.78M	Buy
2025 Q1	$2.35M	Buy
2024 Q4	$1.46M	Buy