Dopkins Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Dopkins Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.78M	Sell
2025 Q2	$1.66M	Sell
2025 Q1	$2.58M	Buy
2024 Q4	$2.6M	Buy
2024 Q3	$519K	Sell
2024 Q2	$1.73M	Buy
2024 Q1	$1.76M	Buy
2023 Q4	$1.54M	Buy