Hemington Wealth Management’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 | $172K | Sell |
5,877
-49,407
| -89% | -$1.45M | 0.02% | 148 |
|
|
2025
Q1 | $1.56M | Sell |
55,284
-93,036
| -63% | -$2.62M | 0.24% | 35 |
|
|
2024
Q4 | $4.57M | Buy |
148,320
+7,054
| +5% | +$217K | 1.15% | 18 |
|
|
2024
Q3 | $4.29M | Buy |
141,266
+66,283
| +88% | +$2.01M | 1.16% | 19 |
|
|
2024
Q2 | $2.16M | Buy |
74,983
+31,357
| +72% | +$902K | 0.73% | 28 |
|
|
2024
Q1 | $1.31M | Buy |
+43,626
| New | +$1.31M | 0.48% | 34 |
|