Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-284
| Closed | -$8.55K | – | 162 |
|
|
2024
Q1 | $8.55K | Buy |
284
+30
| +12% | +$903 | ﹤0.01% | 259 |
|
|
2023
Q4 | $6.29K | Sell |
254
-693
| -73% | -$17.1K | ﹤0.01% | 205 |
|
|
2023
Q3 | $24K | Buy |
947
+389
| +70% | +$9.86K | ﹤0.01% | 160 |
|
|
2023
Q2 | $14.4K | Buy |
558
+304
| +120% | +$7.82K | ﹤0.01% | 201 |
|
|
2023
Q1 | $6.34K | Hold |
254
| – | – | ﹤0.01% | 253 |
|
|
2022
Q4 | $6.29K | Buy |
254
+36
| +17% | +$891 | ﹤0.01% | 205 |
|
|
2022
Q3 | $4.74K | Buy |
218
+188
| +627% | +$4.09K | ﹤0.01% | 188 |
|
|
2022
Q2 | $678 | Buy |
+30
| New | +$678 | ﹤0.01% | 350 |
|