EP Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Sell |
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|
2025
Q1 | $57.1M | Sell |
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|
2024
Q4 | $66.2M | Sell |
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|
2024
Q3 | $72.1M | Sell |
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|
2024
Q2 | $72.3M | Sell |
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|
2024
Q1 | $80.3M | Buy |
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|
2023
Q4 | $74.9M | Buy |
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|
2023
Q3 | $61.4M | Buy |
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|
2023
Q2 | $58.2M | Hold |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $7.56M | Buy |
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