Keyvantage Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.02M	Buy	170,603 +12,235	+8%	+$360K	2.25%	15
2025 Q1	$4.46M	Buy	158,368 +149,128	+1,614%	+$4.2M	2.17%	14
2024 Q4	$284K	Buy	+9,240	New	+$284K	0.2%	72