KPWS
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Kestra Private Wealth Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kestra Private Wealth Services’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$465K Buy
15,808
+1,436
+10% +$42.3K 0.01% 1073
2025
Q1 		$405K Buy
14,372
+5,363
+60% +$151K 0.01% 1061
2024
Q4 		$277K Sell
9,009
-259
-3% -$7.97K ﹤0.01% 1162
2024
Q3 		$285K Buy
+9,268
New +$285K 0.01% 1102