MWA
Mills Wealth 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 | $200K | Buy |
+6,808
| New | +$200K | 0.09% | 68 |
|
|
2025
Q1 | – | Sell |
-7,671
| Closed | -$236K | – | 70 |
|
|
2024
Q4 | $236K | Buy |
+7,671
| New | +$236K | 0.13% | 54 |
|
|
2023
Q1 | – | Sell |
-21,449
| Closed | -$531K | – | 48 |
|
|
2022
Q4 | $531K | Buy |
+21,449
| New | +$531K | 0.48% | 37 |
|