KWM
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Keebeck 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
2024
Q3
Sell
-8,426
Closed -$243K 260
2024
Q2
$243K Sell
8,426
-2,567
-23% -$73.9K 0.04% 236
2024
Q1
$331K Sell
10,993
-5,237
-32% -$158K 0.05% 226
2023
Q4
$473K Buy
+16,230
New +$473K 0.08% 183