GeoWealth 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 | $421K | Sell |
14,309
-29,729
| -68% | -$875K | 0.02% | 443 |
|
|
2025
Q1 | $1.24M | Buy |
44,038
+7,617
| +21% | +$214K | 0.05% | 220 |
|
|
2024
Q4 | $1.12M | Buy |
36,421
+13,680
| +60% | +$421K | 0.04% | 278 |
|
|
2024
Q3 | $700K | Buy |
22,741
+10,063
| +79% | +$310K | 0.02% | 391 |
|
|
2024
Q2 | $365K | Buy |
12,678
+7,799
| +160% | +$224K | 0.02% | 521 |
|
|
2024
Q1 | $147K | Buy |
+4,879
| New | +$147K | 0.01% | 737 |
|