Phillips Financial 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 | $5.37M | Buy |
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|
2025
Q1 | $4.88M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.39M | Buy |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $4.92M | Buy |
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|
2023
Q3 | $4.13M | Buy |
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|
2023
Q2 | $3.94M | Buy |
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|
2023
Q1 | $3.5M | Sell |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $3.14M | Buy |
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