KSWA
Kathleen S. Wright Associates’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 | $787K | Sell |
26,740
-3,164
| -11% | -$93.1K | 0.31% | 58 |
|
|
2025
Q1 | $842K | Sell |
29,904
-2,410
| -7% | -$67.8K | 0.35% | 55 |
|
|
2024
Q4 | $999K | Buy |
32,314
+1,200
| +4% | +$37.1K | 0.42% | 47 |
|
|
2024
Q3 | $954K | Buy |
31,114
+2,542
| +9% | +$78K | 0.39% | 51 |
|
|
2024
Q2 | $831K | Buy |
28,572
+2,476
| +9% | +$72K | 0.38% | 53 |
|
|
2024
Q1 | $775K | Buy |
26,096
+11,998
| +85% | +$356K | 0.37% | 56 |
|
|
2023
Q4 | $403K | Buy |
14,098
+100
| +0.7% | +$2.86K | 0.2% | 78 |
|
|
2023
Q3 | $350K | Buy |
13,998
+4,977
| +55% | +$125K | 0.2% | 81 |
|
|
2023
Q2 | $232K | Buy |
+9,021
| New | +$232K | 0.15% | 76 |
|