Financial Architects (Georgia)’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 | $8.77M | Sell |
297,920
-10,775
| -3% | -$317K | 5.33% | 6 |
|
|
2025
Q1 | $8.69M | Buy |
308,695
+40,370
| +15% | +$1.14M | 5.55% | 6 |
|
|
2024
Q4 | $8.26M | Sell |
268,325
-11,870
| -4% | -$365K | 5.29% | 6 |
|
|
2024
Q3 | $8.63M | Buy |
280,195
+2,565
| +0.9% | +$79K | 5.56% | 6 |
|
|
2024
Q2 | $7.99M | Buy |
277,630
+10,125
| +4% | +$291K | 5.43% | 6 |
|
|
2024
Q1 | $8.05M | Buy |
267,505
+23,960
| +10% | +$721K | 5.57% | 6 |
|
|
2023
Q4 | $7.09M | Buy |
+243,545
| New | +$7.09M | 5.59% | 6 |
|