DWS
Discipline Wealth Solutions’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 | $4.2M | Buy |
142,606
+16,011
| +13% | +$471K | 1.61% | 13 |
|
|
2025
Q1 | $3.56M | Sell |
126,595
-9,987
| -7% | -$281K | 1.7% | 12 |
|
|
2024
Q4 | $4.2M | Buy |
136,582
+17,242
| +14% | +$531K | 1.95% | 11 |
|
|
2024
Q3 | $3.68M | Buy |
119,340
+19,506
| +20% | +$601K | 1.94% | 11 |
|
|
2024
Q2 | $2.87M | Buy |
99,834
+10,332
| +12% | +$297K | 2.27% | 10 |
|
|
2024
Q1 | $2.67M | Buy |
89,502
+9,193
| +11% | +$274K | 2.47% | 10 |
|
|
2023
Q4 | $2.26M | Buy |
+80,309
| New | +$2.26M | 2.26% | 10 |
|