LWM
Lodestone 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 | $716K | Buy |
24,326
+526
| +2% | +$15.5K | 0.35% | 73 |
|
|
2025
Q1 | $670K | Buy |
+23,800
| New | +$670K | 0.36% | 71 |
|
|
2023
Q4 | – | Sell |
-15,724
| Closed | -$398K | – | 144 |
|
|
2023
Q3 | $398K | Buy |
15,724
+4,305
| +38% | +$109K | 0.28% | 84 |
|
|
2023
Q2 | $293K | Buy |
+11,419
| New | +$293K | 0.2% | 111 |
|