CWM
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Congress Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Congress Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$407K Buy
13,839
+1,967
+17% +$57.9K ﹤0.01% 988
2025
Q1 		$334K Buy
+11,872
New +$334K ﹤0.01% 916