Lantz Financial’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 | $3.75M | Sell |
127,289
-108,342
| -46% | -$3.19M | 0.93% | 24 |
|
|
2025
Q1 | $6.63M | Buy |
235,631
+22,840
| +11% | +$643K | 1.82% | 11 |
|
|
2024
Q4 | $6.55M | Buy |
212,791
+109,439
| +106% | +$3.37M | 1.75% | 10 |
|
|
2024
Q3 | $3.18M | Buy |
103,352
+21,301
| +26% | +$656K | 0.86% | 25 |
|
|
2024
Q2 | $2.36M | Buy |
82,051
+2,642
| +3% | +$76K | 0.73% | 32 |
|
|
2024
Q1 | $2.39M | Buy |
79,409
+18,686
| +31% | +$562K | 0.77% | 34 |
|
|
2023
Q4 | $1.77M | Buy |
+60,723
| New | +$1.77M | 0.64% | 46 |
|