Heirloom Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Heirloom Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy
2025 Q1	$991K	Buy
2024 Q4	$996K	Sell
2024 Q3	$1.03M	Buy
2024 Q2	$951K	Sell
2024 Q1	$1.06M	Sell
2023 Q4	$1.07M	Sell
2023 Q3	$977K	Buy
2023 Q2	$952K	Buy
2023 Q1	$728K	Buy