Financial Synergies Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-284	Closed	-$8.55K	–	162
2024 Q1	$8.55K	Buy	284 +30	+12%	+$856	﹤0.01%	259
2023 Q4	$6.29K	Sell	254 -693	-73%	-$18K	﹤0.01%	205
2023 Q3	$24K	Buy	947 +389	+70%	+$10.3K	﹤0.01%	160
2023 Q2	$14.3K	Buy	558 +304	+120%	+$7.44K	﹤0.01%	201
2023 Q1	$6.34K	Hold	254	–	–	﹤0.01%	254
2022 Q4	$6.29K	Buy	254 +36	+17%	+$890	﹤0.01%	205
2022 Q3	$4.74K	Buy	218 +188	+627%	+$4.5K	﹤0.01%	188
2022 Q2	$678	Buy	+30	New	+$733	﹤0.01%	351

Other funds holding DFSV

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return