FWP
Firethorn Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
63,544
-1,045
| -2% | -$30.8K | 0.81% | 29 |
|
|
2025
Q1 | $1.82M | Buy |
64,589
+2,027
| +3% | +$57.1K | 0.87% | 28 |
|
|
2024
Q4 | $1.93M | Sell |
62,562
-1,910
| -3% | -$58.8K | 0.96% | 26 |
|
|
2024
Q3 | $1.99M | Sell |
64,472
-2,166
| -3% | -$66.7K | 1.01% | 25 |
|
|
2024
Q2 | $1.92M | Buy |
66,638
+8,354
| +14% | +$240K | 1.08% | 23 |
|
|
2024
Q1 | $1.75M | Buy |
58,284
+20,126
| +53% | +$606K | 1.03% | 25 |
|
|
2023
Q4 | $1.11M | Buy |
38,158
+27,070
| +244% | +$788K | 0.73% | 30 |
|
|
2023
Q3 | $281K | Buy |
+11,088
| New | +$281K | 0.22% | 90 |
|