Meritas Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
50,615
+11,084
| +28% | +$326K | 0.82% | 20 |
|
|
2025
Q1 | $1.11M | Buy |
39,531
+232
| +0.6% | +$6.53K | 0.65% | 21 |
|
|
2024
Q4 | $1.21M | Buy |
39,299
+2,159
| +6% | +$66.5K | 0.73% | 21 |
|
|
2024
Q3 | $1.14M | Buy |
37,140
+23
| +0.1% | +$708 | 0.71% | 22 |
|
|
2024
Q2 | $1.07M | Buy |
37,117
+92
| +0.2% | +$2.65K | 0.75% | 22 |
|
|
2024
Q1 | $1.11M | Sell |
37,025
-276
| -0.7% | -$8.31K | 0.78% | 20 |
|
|
2023
Q4 | $1.09M | Sell |
37,301
-1,490
| -4% | -$43.4K | 0.81% | 18 |
|
|
2023
Q3 | $983K | Buy |
38,791
+57
| +0.1% | +$1.44K | 0.75% | 17 |
|
|
2023
Q2 | $995K | Buy |
38,734
+293
| +0.8% | +$7.53K | 0.75% | 16 |
|
|
2023
Q1 | $958K | Sell |
38,441
-1,312
| -3% | -$32.7K | 0.75% | 16 |
|
|
2022
Q4 | $985K | Buy |
+39,753
| New | +$985K | 0.81% | 16 |
|