Financial Symmetry’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 | $2.69M | Buy |
91,564
+3,931
| +4% | +$116K | 1.39% | 13 |
|
|
2025
Q1 | $2.47M | Buy |
87,633
+4,559
| +5% | +$128K | 1.52% | 14 |
|
|
2024
Q4 | $2.56M | Sell |
83,074
-3,818
| -4% | -$118K | 1.73% | 12 |
|
|
2024
Q3 | $2.68M | Buy |
86,892
+4,288
| +5% | +$132K | 1.87% | 11 |
|
|
2024
Q2 | $2.38M | Buy |
82,604
+12,396
| +18% | +$357K | 1.85% | 12 |
|
|
2024
Q1 | $2.11M | Buy |
70,208
+3,655
| +5% | +$110K | 1.85% | 10 |
|
|
2023
Q4 | $1.89M | Buy |
+66,553
| New | +$1.89M | 1.86% | 11 |
|