Equita Financial Network’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 | $24.3M | Sell |
827,164
-42,829
| -5% | -$1.26M | 9.69% | 3 |
|
|
2025
Q1 | $24.5M | Buy |
869,993
+84,809
| +11% | +$2.39M | 8.56% | 3 |
|
|
2024
Q4 | $24.2M | Buy |
785,184
+29,571
| +4% | +$910K | 8.74% | 2 |
|
|
2024
Q3 | $23.3M | Buy |
755,613
+89,592
| +13% | +$2.76M | 8.5% | 3 |
|
|
2024
Q2 | $19.2M | Buy |
666,021
+81,953
| +14% | +$2.36M | 8.01% | 3 |
|
|
2024
Q1 | $17.6M | Buy |
584,068
+307,486
| +111% | +$9.26M | 7.9% | 3 |
|
|
2023
Q4 | $8.05M | Buy |
276,582
+10,737
| +4% | +$313K | 4.29% | 6 |
|
|
2023
Q3 | $6.74M | Buy |
+265,845
| New | +$6.74M | 4.15% | 7 |
|