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

Kingswood Wealth Advisors’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	$2.2M	Buy
2025 Q2	$2.01M	Sell
2025 Q1	$2.04M	Buy
2024 Q4	$2.16M	Buy
2024 Q3	$616K	Buy