GCA
Gradient Capital Advisors’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 | $5.07M | Buy |
172,432
+33,299
| +24% | +$980K | 1.5% | 19 |
|
|
2025
Q1 | $3.92M | Buy |
139,133
+24,442
| +21% | +$688K | 1.28% | 24 |
|
|
2024
Q4 | $3.53M | Buy |
114,691
+21,406
| +23% | +$659K | 1.14% | 30 |
|
|
2024
Q3 | $2.87M | Buy |
93,285
+22,332
| +31% | +$688K | 0.95% | 33 |
|
|
2024
Q2 | $2.04M | Buy |
70,953
+8,554
| +14% | +$246K | 0.73% | 34 |
|
|
2024
Q1 | $1.88M | Buy |
62,399
+7,403
| +13% | +$223K | 0.69% | 35 |
|
|
2023
Q4 | $1.6M | Sell |
54,996
-4,475
| -8% | -$130K | 0.61% | 38 |
|
|
2023
Q3 | $1.51M | Buy |
59,471
+13,807
| +30% | +$350K | 0.63% | 37 |
|
|
2023
Q2 | $1.17M | Buy |
45,664
+17,432
| +62% | +$448K | 0.47% | 46 |
|
|
2023
Q1 | $704K | Buy |
28,232
+2,618
| +10% | +$65.3K | 0.3% | 69 |
|
|
2022
Q4 | $634K | Buy |
+25,614
| New | +$634K | 0.29% | 70 |
|