Elevate Wealth Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
9,872
+15
| +0.2% | +$441 | 0.21% | 62 |
|
|
2025
Q1 | $277K | Sell |
9,857
-32
| -0.3% | -$901 | 0.2% | 61 |
|
|
2024
Q4 | $304K | Buy |
9,889
+1,548
| +19% | +$47.6K | 0.23% | 53 |
|
|
2024
Q3 | $257K | Buy |
8,341
+389
| +5% | +$12K | 0.19% | 59 |
|
|
2024
Q2 | $229K | Buy |
7,952
+42
| +0.5% | +$1.21K | 0.19% | 59 |
|
|
2024
Q1 | $238K | Sell |
7,910
-2,791
| -26% | -$84K | 0.21% | 54 |
|
|
2023
Q4 | $312K | Buy |
+10,701
| New | +$312K | 0.29% | 44 |
|