Global Retirement Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Buy |
+797
| New | +$23.5K | ﹤0.01% | 2206 |
|
|
2024
Q4 | $25.3K | Sell |
823
-34
| -4% | -$1.05K | ﹤0.01% | 1961 |
|
|
2024
Q3 | $26.4K | Sell |
857
-16
| -2% | -$493 | ﹤0.01% | 1861 |
|
|
2024
Q2 | $25.1K | Buy |
873
+24
| +3% | +$691 | ﹤0.01% | 1866 |
|
|
2024
Q1 | $25.6K | Hold |
849
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q4 | $23.5K | Buy |
849
+71
| +9% | +$1.96K | ﹤0.01% | 1687 |
|
|
2023
Q3 | $19.1K | Hold |
778
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q2 | $20K | Sell |
778
-183
| -19% | -$4.7K | ﹤0.01% | 1667 |
|
|
2023
Q1 | $22.7K | Hold |
961
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q4 | $23.8K | Buy |
+961
| New | +$23.8K | ﹤0.01% | 1409 |
|