Meritas 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
Q3 | $1.65M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $995K | Buy |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $985K | Buy |
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