Corient Private Wealth’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 | $171M | Buy |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $122M | Buy |
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|
2024
Q3 | $106M | Buy |
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|
2024
Q2 | $79M | Buy |
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|
2024
Q1 | $66.5M | Buy |
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|
2023
Q4 | $56.1M | Buy |
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|
2023
Q3 | $43.7M | Buy |
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|
2023
Q2 | $38.9M | Buy |
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|
2023
Q1 | $30.2M | Buy |
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|
2022
Q4 | $25.7M | Buy |
|