LFA
Level Financial Advisors’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 | $2.73M | Buy |
92,765
+540
| +0.6% | +$15.9K | 0.85% | 28 |
|
|
2025
Q1 | $2.6M | Buy |
92,225
+10,933
| +13% | +$308K | 0.88% | 27 |
|
|
2024
Q4 | $2.5M | Buy |
81,292
+10,370
| +15% | +$319K | 0.92% | 25 |
|
|
2024
Q3 | $2.18M | Buy |
70,922
+16,217
| +30% | +$499K | 0.83% | 29 |
|
|
2024
Q2 | $1.57M | Buy |
54,705
+18,696
| +52% | +$538K | 0.68% | 31 |
|
|
2024
Q1 | $1.08M | Buy |
36,009
+25,966
| +259% | +$782K | 0.49% | 37 |
|
|
2023
Q4 | $292K | Buy |
10,043
+5,699
| +131% | +$166K | 0.14% | 55 |
|
|
2023
Q3 | $110K | Buy |
4,344
+1,647
| +61% | +$41.7K | 0.06% | 76 |
|
|
2023
Q2 | $69.3K | Buy |
2,697
+2,043
| +312% | +$52.5K | 0.04% | 92 |
|
|
2023
Q1 | $16.3K | Hold |
654
| – | – | 0.01% | 149 |
|
|
2022
Q4 | $16K | Buy |
+654
| New | +$16K | 0.01% | 137 |
|