Lodestone Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lodestone Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$806K	Buy
2025 Q2	$716K	Buy
2025 Q1	$670K	Buy
2023 Q4	–	Sell
2023 Q3	$398K	Buy
2023 Q2	$293K	Buy