Cyndeo Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$792K	Buy	26,897 +50	+0.2%	+$1.47K	0.05%	255
2025 Q1	$756K	Sell	26,847 -7,323	-21%	-$206K	0.05%	248
2024 Q4	$1.05M	Buy	34,170 +269	+0.8%	+$8.28K	0.07%	210
2024 Q3	$1.04M	Buy	+33,901	New	+$1.04M	0.07%	210