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 |
|