PFA
Pettinga Financial Advisors’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 | $4.56M | Buy |
155,059
+35,012
| +29% | +$1.03M | 1% | 27 |
|
|
2025
Q1 | $3.38M | Sell |
120,047
-5,320
| -4% | -$150K | 0.79% | 33 |
|
|
2024
Q4 | $3.86M | Buy |
125,367
+53,106
| +73% | +$1.63M | 0.87% | 28 |
|
|
2024
Q3 | $2.23M | Buy |
72,261
+1,916
| +3% | +$59K | 0.53% | 36 |
|
|
2024
Q2 | $2.02M | Buy |
70,345
+16,766
| +31% | +$483K | 0.51% | 38 |
|
|
2024
Q1 | $1.61M | Buy |
53,579
+5,040
| +10% | +$152K | 0.41% | 45 |
|
|
2023
Q4 | $1.41M | Buy |
48,539
+11,201
| +30% | +$326K | 0.38% | 46 |
|
|
2023
Q3 | $946K | Buy |
37,338
+4,851
| +15% | +$123K | 0.29% | 45 |
|
|
2023
Q2 | $835K | Buy |
32,487
+2,100
| +7% | +$54K | 0.25% | 46 |
|
|
2023
Q1 | $758K | Sell |
30,387
-42,443
| -58% | -$1.06M | 0.24% | 47 |
|
|
2022
Q4 | $1.8M | Buy |
+72,830
| New | +$1.8M | 0.59% | 37 |
|