LJI Wealth Management’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
Q2 | $2.33M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $242K | Buy |
|