Forum Financial Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Forum Financial Management’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
2025 Q3	$4.51M	Sell
2025 Q2	$4.92M	Buy
2025 Q1	$2.29M	Buy
2024 Q4	$1.52M	Buy