DPW
DiNuzzo Private Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3M | Buy |
1,335,123
+96,671
| +8% | +$2.85M | 4.66% | 9 |
|
|
2025
Q1 | $34.9M | Buy |
1,238,452
+11,273
| +0.9% | +$317K | 4.39% | 9 |
|
|
2024
Q4 | $37.8M | Sell |
1,227,179
-16,255
| -1% | -$500K | 4.78% | 9 |
|
|
2024
Q3 | $38.3M | Sell |
1,243,434
-2,850
| -0.2% | -$87.8K | 4.72% | 9 |
|
|
2024
Q2 | $35.9M | Buy |
1,246,284
+7,078
| +0.6% | +$204K | 4.84% | 9 |
|
|
2024
Q1 | $37.3M | Buy |
1,239,206
+4,012
| +0.3% | +$121K | 5.03% | 9 |
|
|
2023
Q4 | $36M | Buy |
+1,235,194
| New | +$36M | 5.11% | 9 |
|