PBMares Wealth Management’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
$7.51M Buy
2025
Q1
$5.72M Buy
2024
Q4
$5.94M Buy
2024
Q3
$5.72M Buy
2024
Q2
$4.07M Buy
2024
Q1
$3.99M Buy
2023
Q4
$2.84M Buy
2023
Q3
$1.15M Buy
2023
Q2
$968K Buy
2023
Q1
$745K Buy
2022
Q4
$594K Buy