DWM
Dopkins Wealth Management’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 | $1.66M | Sell |
56,254
-35,570
| -39% | -$1.05M | 0.74% | 32 |
|
|
2025
Q1 | $2.58M | Buy |
91,824
+7,252
| +9% | +$204K | 1.31% | 17 |
|
|
2024
Q4 | $2.6M | Buy |
84,572
+67,724
| +402% | +$2.08M | 1.33% | 18 |
|
|
2024
Q3 | $519K | Sell |
16,848
-43,317
| -72% | -$1.33M | 0.42% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
60,165
+1,736
| +3% | +$50K | 1.05% | 17 |
|
|
2024
Q1 | $1.76M | Buy |
58,429
+5,414
| +10% | +$163K | 1.06% | 15 |
|
|
2023
Q4 | $1.54M | Buy |
+53,015
| New | +$1.54M | 1.2% | 15 |
|