IFP Advisors’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 | $249K | Buy |
8,464
+7,832
| +1,239% | +$231K | 0.01% | 1160 |
|
|
2025
Q1 | $17.8K | Buy |
632
+77
| +14% | +$2.17K | ﹤0.01% | 2335 |
|
|
2024
Q4 | $17.1K | Buy |
555
+275
| +98% | +$8.47K | ﹤0.01% | 2316 |
|
|
2024
Q3 | $8.62K | Buy |
+280
| New | +$8.62K | ﹤0.01% | 2480 |
|
|
2023
Q3 | – | Sell |
-235
| Closed | -$6.04K | – | 3361 |
|
|
2023
Q2 | $6.04K | Buy |
235
+153
| +187% | +$3.94K | ﹤0.01% | 2481 |
|
|
2023
Q1 | $2.04K | Sell |
82
-2,587
| -97% | -$64.5K | ﹤0.01% | 2888 |
|
|
2022
Q4 | $66K | Buy |
2,669
+2,102
| +371% | +$52K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $14K | Buy |
+567
| New | +$14K | ﹤0.01% | 3379 |
|