PWM
PBMares 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 | $7.51M | Buy |
255,306
+51,951
| +26% | +$1.53M | 1.38% | 16 |
|
|
2025
Q1 | $5.72M | Buy |
203,355
+10,255
| +5% | +$289K | 1.15% | 18 |
|
|
2024
Q4 | $5.94M | Buy |
193,100
+7,494
| +4% | +$231K | 1.21% | 18 |
|
|
2024
Q3 | $5.72M | Buy |
185,606
+44,088
| +31% | +$1.36M | 1.19% | 18 |
|
|
2024
Q2 | $4.07M | Buy |
141,518
+8,956
| +7% | +$258K | 1% | 22 |
|
|
2024
Q1 | $3.99M | Buy |
132,562
+34,952
| +36% | +$1.05M | 1.04% | 21 |
|
|
2023
Q4 | $2.84M | Buy |
97,610
+52,224
| +115% | +$1.52M | 0.85% | 25 |
|
|
2023
Q3 | $1.15M | Buy |
45,386
+7,718
| +20% | +$196K | 0.41% | 47 |
|
|
2023
Q2 | $968K | Buy |
37,668
+7,786
| +26% | +$200K | 0.35% | 54 |
|
|
2023
Q1 | $745K | Buy |
29,882
+5,885
| +25% | +$147K | 0.28% | 70 |
|
|
2022
Q4 | $594K | Buy |
+23,997
| New | +$594K | 0.24% | 74 |
|