Essential Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Essential Planning’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 Q2	$467K	Buy
2025 Q1	$347K	Sell
2024 Q4	$31.9M	Buy
2024 Q3	$477K	Sell
2024 Q2	$446K	Buy
2024 Q1	$369K	Hold
2023 Q4	$369K	Buy