LCM
Liberty Capital Management’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 | $222K | Sell |
7,547
-38,126
| -83% | -$1.12M | 0.04% | 164 |
|
|
2025
Q1 | $1.29M | Hold |
45,673
| – | – | 0.29% | 77 |
|
|
2024
Q4 | $1.41M | Hold |
45,673
| – | – | 0.31% | 75 |
|
|
2024
Q3 | $1.41M | Buy |
45,673
+61
| +0.1% | +$1.88K | 0.31% | 76 |
|
|
2024
Q2 | $1.31M | Hold |
45,612
| – | – | 0.31% | 76 |
|
|
2024
Q1 | $1.37M | Buy |
45,612
+124
| +0.3% | +$3.73K | 0.34% | 73 |
|
|
2023
Q4 | $1.32M | Buy |
45,488
+1,700
| +4% | +$49.5K | 0.35% | 73 |
|
|
2023
Q3 | $1.11M | Buy |
43,788
+11,130
| +34% | +$282K | 0.33% | 77 |
|
|
2023
Q2 | $839K | Buy |
32,658
+1,006
| +3% | +$25.9K | 0.25% | 84 |
|
|
2023
Q1 | $789K | Hold |
31,652
| – | – | 0.26% | 82 |
|
|
2022
Q4 | $784K | Buy |
31,652
+9,824
| +45% | +$243K | 0.27% | 79 |
|
|
2022
Q3 | $476K | Buy |
21,828
+10,976
| +101% | +$239K | 0.18% | 92 |
|
|
2022
Q2 | $245K | Buy |
+10,852
| New | +$245K | 0.09% | 116 |
|