MFC
Morris Financial Concepts’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 | $51K | Hold |
1,734
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $48.8K | Hold |
1,734
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $53.4K | Hold |
1,734
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $53.4K | Hold |
1,734
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $49.9K | Sell |
1,734
-46
| -3% | -$1.32K | 0.02% | 121 |
|
|
2024
Q1 | $53.6K | Buy |
1,780
+144
| +9% | +$4.33K | 0.03% | 118 |
|
|
2023
Q4 | $47.6K | Buy |
1,636
+203
| +14% | +$5.91K | 0.03% | 116 |
|
|
2023
Q3 | $36.3K | Sell |
1,433
-1
| -0.1% | -$25 | 0.02% | 108 |
|
|
2023
Q2 | $36.9K | Buy |
1,434
+1,305
| +1,012% | +$33.5K | 0.02% | 113 |
|
|
2023
Q1 | $3.22K | Buy |
129
+53
| +70% | +$1.32K | ﹤0.01% | 137 |
|
|
2022
Q4 | $1.88K | Buy |
+76
| New | +$1.88K | ﹤0.01% | 130 |
|