FWM
FMB Wealth Management’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 | $807K | Sell |
27,418
-5,577
| -17% | -$164K | 0.38% | 39 |
|
|
2025
Q1 | $929K | Buy |
32,995
+5,656
| +21% | +$159K | 0.51% | 35 |
|
|
2024
Q4 | $842K | Buy |
27,339
+1,816
| +7% | +$55.9K | 0.47% | 36 |
|
|
2024
Q3 | $786K | Buy |
25,523
+1
| +0% | +$31 | 0.44% | 37 |
|
|
2024
Q2 | $735K | Buy |
25,522
+183
| +0.7% | +$5.27K | 0.56% | 34 |
|
|
2024
Q1 | $763K | Buy |
25,339
+522
| +2% | +$15.7K | 0.61% | 31 |
|
|
2023
Q4 | $723K | Buy |
24,817
+533
| +2% | +$15.5K | 0.66% | 29 |
|
|
2023
Q3 | $615K | Buy |
24,284
+5,011
| +26% | +$127K | 0.66% | 29 |
|
|
2023
Q2 | $495K | Buy |
19,273
+7,375
| +62% | +$190K | 0.53% | 33 |
|
|
2023
Q1 | $297K | Buy |
11,898
+1,475
| +14% | +$36.8K | 0.35% | 38 |
|
|
2022
Q4 | $258K | Buy |
+10,423
| New | +$258K | 0.33% | 40 |
|