Mattern 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 | – | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $876K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $266K | Buy |
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