LWM
LJI Wealth 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 | $2.33M | Buy |
79,167
+6,003
| +8% | +$177K | 0.41% | 30 |
|
|
2025
Q1 | $2.06M | Sell |
73,164
-6,140
| -8% | -$173K | 0.41% | 32 |
|
|
2024
Q4 | $2.44M | Buy |
79,304
+4,537
| +6% | +$140K | 0.48% | 27 |
|
|
2024
Q3 | $2.3M | Sell |
74,767
-3,600
| -5% | -$111K | 0.47% | 30 |
|
|
2024
Q2 | $2.26M | Buy |
78,367
+11,692
| +18% | +$336K | 0.5% | 29 |
|
|
2024
Q1 | $2.01M | Buy |
66,675
+4,175
| +7% | +$126K | 0.52% | 27 |
|
|
2023
Q4 | $1.82M | Sell |
62,500
-18,480
| -23% | -$538K | 0.47% | 29 |
|
|
2023
Q3 | $2.05M | Sell |
80,980
-1,510,726
| -95% | -$38.3M | 0.59% | 27 |
|
|
2023
Q2 | $1.77M | Buy |
1,591,706
+1,557,240
| +4,518% | +$1.73M | 0.51% | 28 |
|
|
2023
Q1 | $859K | Buy |
34,466
+24,685
| +252% | +$615K | 0.27% | 42 |
|
|
2022
Q4 | $242K | Buy |
+9,781
| New | +$242K | 0.08% | 120 |
|