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Morton Brown Family Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Morton Brown Family Wealth’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
36,195
+35,580
+5,785% +$1.05M 0.32% 28
2025
Q1 		$17.3K Sell
615
-3,936
-86% -$111K 0.01% 157
2024
Q4 		$140K Buy
+4,551
New +$140K 0.05% 69