Perigon Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
423,964
+35,780
| +9% | +$1.05M | 0.29% | 72 |
|
|
2025
Q1 | $10.9M | Buy |
388,184
+17,277
| +5% | +$486K | 0.28% | 77 |
|
|
2024
Q4 | $11.7M | Buy |
370,907
+54,845
| +17% | +$1.73M | 0.29% | 76 |
|
|
2024
Q3 | $9.73M | Buy |
316,062
+42,976
| +16% | +$1.32M | 0.26% | 78 |
|
|
2024
Q2 | $7.86M | Buy |
273,086
+26,781
| +11% | +$771K | 0.23% | 89 |
|
|
2024
Q1 | $7.41M | Buy |
246,305
+238,991
| +3,268% | +$7.19M | 0.22% | 99 |
|
|
2023
Q4 | $213K | Buy |
+7,314
| New | +$213K | 0.01% | 767 |
|