Grunden Financial Advisory’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 | $12.2M | Buy |
415,075
+8,088
| +2% | +$238K | 5.39% | 7 |
|
|
2025
Q1 | $11.5M | Sell |
406,987
-8,789
| -2% | -$247K | 5.57% | 7 |
|
|
2024
Q4 | $12.8M | Buy |
415,776
+17,486
| +4% | +$538K | 6.18% | 7 |
|
|
2024
Q3 | $12.3M | Buy |
398,290
+3,802
| +1% | +$117K | 6.02% | 7 |
|
|
2024
Q2 | $11.4M | Buy |
394,488
+12,366
| +3% | +$356K | 5.93% | 7 |
|
|
2024
Q1 | $11.5M | Buy |
382,122
+6,988
| +2% | +$210K | 6.12% | 7 |
|
|
2023
Q4 | $10.9M | Buy |
+375,134
| New | +$10.9M | 6.14% | 7 |
|