LEFP
Leading Edge Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
814,869
+68,158
| +9% | +$2.01M | 6.67% | 5 |
|
|
2025
Q1 | $21M | Buy |
746,711
+67,517
| +10% | +$1.9M | 6.57% | 5 |
|
|
2024
Q4 | $20.9M | Buy |
679,194
+30,022
| +5% | +$924K | 6.86% | 5 |
|
|
2024
Q3 | $20M | Buy |
649,172
+93,337
| +17% | +$2.87M | 6.7% | 6 |
|
|
2024
Q2 | $16M | Buy |
555,835
+63,157
| +13% | +$1.82M | 6.42% | 6 |
|
|
2024
Q1 | $14.8M | Buy |
492,678
+81,092
| +20% | +$2.44M | 6.57% | 6 |
|
|
2023
Q4 | $12M | Buy |
411,586
+62,851
| +18% | +$1.83M | 6.22% | 6 |
|
|
2023
Q3 | $8.84M | Buy |
348,735
+22,168
| +7% | +$562K | 5.66% | 6 |
|
|
2023
Q2 | $8.39M | Buy |
326,567
+46,855
| +17% | +$1.2M | 5.49% | 6 |
|
|
2023
Q1 | $6.97M | Buy |
279,712
+36,520
| +15% | +$910K | 5.05% | 6 |
|
|
2022
Q4 | $6.02M | Buy |
+243,192
| New | +$6.02M | 5.21% | 6 |
|