Kathleen S. Wright Associates’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kathleen S. Wright Associates’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$889K	Buy
2025 Q2	$787K	Sell
2025 Q1	$842K	Sell
2024 Q4	$999K	Buy
2024 Q3	$954K	Buy
2024 Q2	$831K	Buy
2024 Q1	$775K	Buy
2023 Q4	$403K	Buy
2023 Q3	$350K	Buy
2023 Q2	$232K	Buy