NWM
Northwest Wealth Management’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 | $2.1M | Buy |
71,356
+8,348
| +13% | +$246K | 0.38% | 51 |
|
|
2025
Q1 | $1.77M | Buy |
63,008
+1,446
| +2% | +$40.7K | 0.35% | 54 |
|
|
2024
Q4 | $1.89M | Buy |
61,562
+3,397
| +6% | +$105K | 0.4% | 48 |
|
|
2024
Q3 | $1.79M | Buy |
58,165
+16,116
| +38% | +$496K | 0.42% | 49 |
|
|
2024
Q2 | $1.21M | Buy |
42,049
+10,967
| +35% | +$316K | 0.31% | 60 |
|
|
2024
Q1 | $936K | Buy |
31,082
+6,449
| +26% | +$194K | 0.26% | 71 |
|
|
2023
Q4 | $717K | Buy |
24,633
+12,959
| +111% | +$377K | 0.22% | 77 |
|
|
2023
Q3 | $296K | Buy |
11,674
+1,793
| +18% | +$45.4K | 0.11% | 114 |
|
|
2023
Q2 | $254K | Buy |
+9,881
| New | +$254K | 0.09% | 127 |
|