MFA
McClarren Financial Advisors’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 | $796K | Buy |
27,056
+11,718
| +76% | +$345K | 0.52% | 38 |
|
2025
Q1 | $785K | Sell |
15,338
-6,137
| -29% | -$314K | 0.52% | 35 |
|
2024
Q4 | $661K | Buy |
21,475
+6,097
| +40% | +$188K | 1.86% | 8 |
|
2024
Q3 | $3.27K | Buy |
15,378
+14,774
| +2,446% | +$3.14K | 0.41% | 24 |
|
2024
Q2 | $753K | Sell |
604
-19,399
| -97% | -$24.2M | 0.53% | 35 |
|
2024
Q1 | $603K | Buy |
20,003
+30
| +0.2% | +$904 | 0.43% | 40 |
|
2023
Q4 | $582K | Buy |
19,973
+80
| +0.4% | +$2.33K | 0.44% | 38 |
|
2023
Q3 | $502K | Sell |
19,893
-97
| -0.5% | -$2.45K | 0.44% | 37 |
|
2023
Q2 | $513K | Buy |
19,990
+8,661
| +76% | +$222K | 0.42% | 40 |
|
2023
Q1 | $277K | Buy |
11,329
+3,207
| +39% | +$78.4K | 0.25% | 55 |
|
2022
Q4 | $201K | Buy |
8,122
+2,255
| +38% | +$55.8K | 0.19% | 64 |
|
2022
Q3 | $127K | Buy |
+5,867
| New | +$127K | 0.13% | 79 |
|