EP
Essential Planning’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 | $467K | Buy |
15,854
+3,518
| +29% | +$104K | 0.17% | 49 |
|
|
2025
Q1 | $347K | Sell |
12,336
-994,184
| -99% | -$28M | 0.14% | 59 |
|
|
2024
Q4 | $31.9M | Buy |
1,006,520
+991,030
| +6,398% | +$31.4M | 0.21% | 41 |
|
|
2024
Q3 | $477K | Sell |
15,490
-10
| -0.1% | -$308 | 0.2% | 46 |
|
|
2024
Q2 | $446K | Buy |
15,500
+2,838
| +22% | +$81.7K | 0.2% | 43 |
|
|
2024
Q1 | $369K | Hold |
12,662
| – | – | 0.18% | 44 |
|
|
2023
Q4 | $369K | Buy |
+12,662
| New | +$369K | 0.19% | 44 |
|