GWANC
Guardian Wealth Advisors (North Carolina)’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 | $10.8K | Hold |
368
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $10.4K | Hold |
368
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $11.3K | Hold |
368
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $11.3K | Hold |
368
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $10.6K | Hold |
368
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $11.1K | Buy |
+368
| New | +$11.1K | ﹤0.01% | 384 |
|