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

Navigoe Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.54M Buy
324,062
+53,091
+20% +$1.56M 7.2% 5
2025
Q1 		$7.63M Buy
270,971
+71,842
+36% +$2.02M 6.6% 6
2024
Q4 		$6.13M Buy
+199,129
New +$6.13M 5.98% 6