Level Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.45M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $69.3K | Buy |
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|
2023
Q1 | $16.3K | Hold |
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|
2022
Q4 | $16K | Buy |
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