Mowery & Schoenfeld Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,318	Closed	-$71.4K	–	494
2024 Q3	$71.4K	Hold	2,318	–	–	0.11%	77
2024 Q2	$66.7K	Sell	2,318 -1,326	-36%	-$38.2K	0.1%	81
2024 Q1	$110K	Sell	3,644 -2,011	-36%	-$60.5K	0.21%	50
2023 Q4	$165K	Buy	+5,655	New	+$165K	0.33%	40