Graves Light Lenhart Wealth’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
Q3 | $624K | Buy |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $17K | Buy |
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