Larson Financial Group’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
$27K Buy
919
+4
+0.4% +$118 ﹤0.01% 1337
2025
Q1
$25.8K Buy
915
+3
+0.3% +$84 ﹤0.01% 1259
2024
Q4
$28.1K Buy
912
+4
+0.4% +$123 ﹤0.01% 1090
2024
Q3
$28K Buy
908
+3
+0.3% +$92 ﹤0.01% 1082
2024
Q2
$26.1K Buy
905
+3
+0.3% +$86 ﹤0.01% 980
2024
Q1
$27.1K Buy
902
+2
+0.2% +$60 ﹤0.01% 828
2023
Q4
$26.2K Hold
900
﹤0.01% 785
2023
Q3
$22.8K Hold
900
﹤0.01% 783
2023
Q2
$23.1K Hold
900
﹤0.01% 704
2023
Q1
$22.4K Buy
+900
New +$22.4K ﹤0.01% 713