CPA Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
45,829
+7,462
| +19% | +$220K | 0.57% | 27 |
|
|
2025
Q1 | $1.08M | Buy |
38,367
+18,395
| +92% | +$518K | 0.48% | 36 |
|
|
2024
Q4 | $615K | Buy |
19,972
+1,371
| +7% | +$42.2K | 0.29% | 50 |
|
|
2024
Q3 | $573K | Buy |
18,601
+2,690
| +17% | +$82.9K | 0.28% | 50 |
|
|
2024
Q2 | $458K | Buy |
+15,911
| New | +$458K | 0.25% | 55 |
|