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

Cyndeo Wealth Partners’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$892K	Buy
2025 Q2	$792K	Buy
2025 Q1	$756K	Sell
2024 Q4	$1.05M	Buy
2024 Q3	$1.04M	Buy