MWM
Melfa 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 | $3.13M | Buy |
106,485
+4,739
| +5% | +$139K | 1.98% | 8 |
|
|
2025
Q1 | $2.86M | Buy |
101,746
+4,859
| +5% | +$137K | 1.93% | 7 |
|
|
2024
Q4 | $2.98M | Buy |
96,887
+18,874
| +24% | +$581K | 1.99% | 6 |
|
|
2024
Q3 | $2.4M | Buy |
78,013
+2,275
| +3% | +$70.1K | 1.59% | 13 |
|
|
2024
Q2 | $2.18M | Buy |
75,738
+6,034
| +9% | +$174K | 1.52% | 15 |
|
|
2024
Q1 | $2.1M | Buy |
69,704
+5,674
| +9% | +$171K | 1.51% | 16 |
|
|
2023
Q4 | $1.86M | Buy |
64,030
+34,254
| +115% | +$997K | 1.76% | 13 |
|
|
2023
Q3 | $755K | Buy |
29,776
+1,897
| +7% | +$48.1K | 0.82% | 34 |
|
|
2023
Q2 | $716K | Buy |
27,879
+1,142
| +4% | +$29.4K | 0.73% | 37 |
|
|
2023
Q1 | $667K | Buy |
26,737
+10,833
| +68% | +$270K | 0.67% | 39 |
|
|
2022
Q4 | $394K | Buy |
+15,904
| New | +$394K | 0.41% | 67 |
|