HWM
Hassell Wealth Management’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 | $22.7M | Buy |
729,857
+44,638
| +7% | +$1.39M | 8.31% | 5 |
|
|
2025
Q1 | $17.5M | Buy |
685,219
+46,595
| +7% | +$1.19M | 7.47% | 5 |
|
|
2024
Q4 | $20.3M | Sell |
638,624
-18,108
| -3% | -$576K | 8.19% | 5 |
|
|
2024
Q3 | $20M | Buy |
656,732
+57,640
| +10% | +$1.75M | 8.36% | 3 |
|
|
2024
Q2 | $18.9M | Buy |
599,092
+44,010
| +8% | +$1.39M | 8.46% | 3 |
|
|
2024
Q1 | $16M | Buy |
555,082
+11,217
| +2% | +$324K | 10.16% | 3 |
|
|
2023
Q4 | $15.7M | Buy |
543,865
+351
| +0.1% | +$10.2K | 10.56% | 3 |
|
|
2023
Q3 | $12.9M | Buy |
543,514
+21,040
| +4% | +$499K | 9.39% | 4 |
|
|
2023
Q2 | $13.8M | Buy |
522,474
+44,622
| +9% | +$1.18M | 9.47% | 4 |
|
|
2023
Q1 | $11.4M | Buy |
477,852
+61,958
| +15% | +$1.48M | 8.4% | 4 |
|
|
2022
Q4 | $11M | Buy |
+415,894
| New | +$11M | 8.25% | 5 |
|