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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
2025
Q1
$1.24M Buy
2024
Q4
$1.12M Buy
2024
Q3
$700K Buy
2024
Q2
$365K Buy
2024
Q1
$147K Buy