HFA
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Highland Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Highland Financial Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Hold
7,771
– – 0.07% 52
2025
Q1 		$219K Hold
7,771
– – 0.08% 53
2024
Q4 		$239K Buy
+7,771
New +$239K 0.08% 54