Kingswood Wealth Advisors’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	$2.01M	Sell	68,325 -4,021	-6%	-$118K	0.16%	140
2025 Q1	$2.04M	Buy	72,346 +2,208	+3%	+$62.2K	0.19%	132
2024 Q4	$2.16M	Buy	70,138 +50,133	+251%	+$1.54M	0.16%	141
2024 Q3	$616K	Buy	+20,005	New	+$616K	0.04%	403