Joel Isaacson & Co’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
2025
Q1
$478K Buy
2024
Q4
$521K Buy
2024
Q3
$519K Sell
2024
Q2
$537K Buy
2024
Q1
$504K Buy
2023
Q4
$349K Buy
2023
Q3
$303K Buy
2023
Q2
$306K Buy
2023
Q1
$234K Buy