Lauterbach Financial 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 | $344K | Sell |
11,692
-7,676
| -40% | -$226K | 0.19% | 59 |
|
|
2025
Q1 | $545K | Buy |
19,368
+1,113
| +6% | +$31.3K | 0.34% | 40 |
|
|
2024
Q4 | $562K | Buy |
18,255
+1,631
| +10% | +$50.2K | 0.34% | 36 |
|
|
2024
Q3 | $512K | Buy |
16,624
+3,753
| +29% | +$116K | 0.31% | 38 |
|
|
2024
Q2 | $380K | Buy |
12,871
+3,076
| +31% | +$90.8K | 0.25% | 43 |
|
|
2024
Q1 | $295K | Buy |
9,795
+883
| +10% | +$26.6K | 0.19% | 48 |
|
|
2023
Q4 | $260K | Buy |
+8,912
| New | +$260K | 0.18% | 52 |
|