HWM
Heirloom 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 | $1.11M | Buy |
37,776
+2,581
| +7% | +$76K | 0.29% | 26 |
|
|
2025
Q1 | $991K | Buy |
35,195
+2,849
| +9% | +$80.2K | 0.28% | 26 |
|
|
2024
Q4 | $996K | Sell |
32,346
-1,103
| -3% | -$34K | 0.3% | 27 |
|
|
2024
Q3 | $1.03M | Buy |
33,449
+402
| +1% | +$12.4K | 0.32% | 24 |
|
|
2024
Q2 | $951K | Sell |
33,047
-2,244
| -6% | -$64.6K | 0.31% | 26 |
|
|
2024
Q1 | $1.06M | Sell |
35,291
-1,448
| -4% | -$43.6K | 0.36% | 25 |
|
|
2023
Q4 | $1.07M | Sell |
36,739
-1,806
| -5% | -$52.6K | 0.41% | 24 |
|
|
2023
Q3 | $977K | Buy |
38,545
+1,493
| +4% | +$37.8K | 0.43% | 25 |
|
|
2023
Q2 | $952K | Buy |
37,052
+7,870
| +27% | +$202K | 0.41% | 27 |
|
|
2023
Q1 | $728K | Buy |
+29,182
| New | +$728K | 0.35% | 28 |
|