HKIMG
Hutchens & Kramer Investment Management Group’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 | $617K | Sell |
20,427
-4,536
| -18% | -$137K | 0.28% | 64 |
|
|
2025
Q1 | $703K | Sell |
24,963
-1,563
| -6% | -$44K | 0.39% | 48 |
|
|
2024
Q4 | $816K | Sell |
26,526
-3,437
| -11% | -$106K | 0.44% | 45 |
|
|
2024
Q3 | $910K | Sell |
29,963
-1,594
| -5% | -$48.4K | 0.51% | 40 |
|
|
2024
Q2 | $899K | Sell |
31,557
-2,687
| -8% | -$76.6K | 0.5% | 41 |
|
|
2024
Q1 | $1.02M | Sell |
34,244
-1,441
| -4% | -$43K | 0.6% | 32 |
|
|
2023
Q4 | $1.04M | Sell |
35,685
-3,346
| -9% | -$97.4K | 0.73% | 26 |
|
|
2023
Q3 | $972K | Sell |
39,031
-576
| -1% | -$14.3K | 0.77% | 27 |
|
|
2023
Q2 | $1.02M | Sell |
39,607
-996
| -2% | -$25.6K | 0.81% | 28 |
|
|
2023
Q1 | $1.01M | Buy |
40,603
+25,867
| +176% | +$645K | 0.87% | 37 |
|
|
2022
Q4 | $365K | Buy |
+14,736
| New | +$365K | 0.27% | 63 |
|