MFT
Moisand Fitzgerald Tamayo’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 | $1.88M | Buy |
63,935
+6,038
| +10% | +$178K | 0.24% | 39 |
|
|
2025
Q1 | $1.63M | Sell |
57,897
-378
| -0.6% | -$10.6K | 0.23% | 40 |
|
|
2024
Q4 | $1.79M | Sell |
58,275
-1,359
| -2% | -$41.8K | 0.25% | 39 |
|
|
2024
Q3 | $1.84M | Sell |
59,634
-462
| -0.8% | -$14.2K | 0.25% | 40 |
|
|
2024
Q2 | $1.73M | Sell |
60,096
-49
| -0.1% | -$1.41K | 0.26% | 39 |
|
|
2024
Q1 | $1.81M | Sell |
60,145
-363
| -0.6% | -$10.9K | 0.28% | 37 |
|
|
2023
Q4 | $1.76M | Buy |
60,508
+22,685
| +60% | +$661K | 0.3% | 37 |
|
|
2023
Q3 | $958K | Hold |
37,823
| – | – | 0.2% | 44 |
|
|
2023
Q2 | $972K | Buy |
37,823
+3,651
| +11% | +$93.8K | 0.2% | 45 |
|
|
2023
Q1 | $852K | Buy |
34,172
+15,218
| +80% | +$379K | 0.18% | 51 |
|
|
2022
Q4 | $469K | Buy |
18,954
+8,118
| +75% | +$201K | 0.11% | 69 |
|
|
2022
Q3 | $236K | Buy |
10,836
+9,563
| +751% | +$208K | 0.06% | 87 |
|
|
2022
Q2 | $29K | Buy |
+1,273
| New | +$29K | 0.01% | 194 |
|