IWM
Integris Wealth Management’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 | $16.5M | Sell |
560,416
-643
| -0.1% | -$18.9K | 4.3% | 7 |
|
|
2025
Q1 | $15.8M | Buy |
561,059
+21,570
| +4% | +$607K | 4.5% | 7 |
|
|
2024
Q4 | $16.6M | Buy |
539,489
+16,644
| +3% | +$512K | 4.68% | 5 |
|
|
2024
Q3 | $16.1M | Buy |
522,845
+6,937
| +1% | +$214K | 4.5% | 6 |
|
|
2024
Q2 | $14.8M | Sell |
515,908
-49,314
| -9% | -$1.42M | 4.29% | 6 |
|
|
2024
Q1 | $17M | Buy |
565,222
+30,249
| +6% | +$910K | 4.7% | 5 |
|
|
2023
Q4 | $15.6M | Buy |
534,973
+40,477
| +8% | +$1.18M | 4.61% | 5 |
|
|
2023
Q3 | $12.5M | Buy |
+494,496
| New | +$12.5M | 4.11% | 6 |
|