Mission Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mission Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy
2025 Q1	$272K	Sell
2024 Q4	$302K	Sell
2024 Q3	$419K	Sell
2024 Q2	$438K	Sell
2024 Q1	$467K	Hold
2023 Q4	$452K	Buy
2023 Q3	$327K	Buy
2023 Q2	$314K	Buy
2023 Q1	$255K	Buy