DFA
DHJJ Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
17,339
-5,411
| -24% | -$191K | 0.22% | 85 |
|
|
2025
Q1 | $762K | Buy |
22,750
+8,365
| +58% | +$280K | 0.31% | 60 |
|
|
2024
Q4 | $516K | Buy |
14,385
+58
| +0.4% | +$2.08K | 0.2% | 87 |
|
|
2024
Q3 | $521K | Buy |
14,327
+2,030
| +17% | +$73.8K | 0.21% | 87 |
|
|
2024
Q2 | $410K | Buy |
12,297
+7,281
| +145% | +$243K | 0.17% | 103 |
|
|
2024
Q1 | $175K | Sell |
5,016
-727
| -13% | -$25.3K | 0.08% | 149 |
|
|
2023
Q4 | $188K | Buy |
5,743
+3,024
| +111% | +$99.1K | 0.09% | 137 |
|
|
2023
Q3 | $76.8K | Buy |
+2,719
| New | +$76.8K | 0.04% | 208 |
|