Cypress Point Wealth Management’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
Q3
$451K Hold
2025
Q2
$417K Sell
2025
Q1
$588K Hold
2024
Q4
$643K Buy
2024
Q3
$615K Buy
2024
Q2
$491K Buy
2024
Q1
$456K Buy
2023
Q4
$412K Buy