OneDigital Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
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2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $5.82M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $489K | Buy |
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