Creative Planning’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 | $41M | Buy |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $702K | Buy |
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