Hill Investment Group Partners’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 | $3.95M | Buy |
134,225
+36,052
| +37% | +$1.06M | 0.51% | 17 |
|
|
2025
Q1 | $2.76M | Sell |
98,173
-143,740
| -59% | -$4.05M | 0.38% | 19 |
|
|
2024
Q4 | $7.45M | Sell |
241,913
-14,750
| -6% | -$454K | 1% | 19 |
|
|
2024
Q3 | $7.31M | Buy |
256,663
+1,684
| +0.7% | +$48K | 1.02% | 19 |
|
|
2024
Q2 | $7.92M | Sell |
254,979
-18,903
| -7% | -$587K | 1.07% | 19 |
|
|
2024
Q1 | $8.24M | Sell |
273,882
-14,173
| -5% | -$427K | 1.16% | 18 |
|
|
2023
Q4 | $8.39M | Buy |
288,055
+19,092
| +7% | +$556K | 1.23% | 16 |
|
|
2023
Q3 | $6.82M | Buy |
268,963
+15,397
| +6% | +$390K | 1.13% | 15 |
|
|
2023
Q2 | $6.52M | Buy |
253,566
+169,641
| +202% | +$4.36M | 1.17% | 15 |
|
|
2023
Q1 | $2.09M | Hold |
83,925
| – | – | 0.41% | 23 |
|
|
2022
Q4 | $2.08M | Buy |
83,925
+31,444
| +60% | +$779K | 0.5% | 22 |
|
|
2022
Q3 | $1.14M | Buy |
52,481
+8,880
| +20% | +$193K | 0.33% | 26 |
|
|
2022
Q2 | $984K | Buy |
+43,601
| New | +$984K | 0.27% | 25 |
|