Concord Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Buy |
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|
2025
Q1 | $11.1K | Buy |
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|
2024
Q4 | $4.62K | Hold |
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|
2024
Q3 | $4.61K | Buy |
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|
2024
Q2 | $4.29K | Buy |
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|
2024
Q1 | $4.47K | Hold |
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|
2023
Q4 | $4.32K | Hold |
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|
2023
Q3 | $3.74K | Buy |
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|
2023
Q2 | $3.78K | Buy |
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|
2023
Q1 | $3.65K | Hold |
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|
2022
Q4 | $3.62K | Buy |
|