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

Perigon Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14M	Buy
2025 Q2	$12.5M	Buy
2025 Q1	$10.9M	Buy
2024 Q4	$11.7M	Buy
2024 Q3	$9.73M	Buy
2024 Q2	$7.86M	Buy
2024 Q1	$7.41M	Buy
2023 Q4	$213K	Buy