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

Pine Harbor 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 Q2	$737K	Buy
2025 Q1	$660K	Buy
2024 Q4	$675K	Hold
2024 Q3	$676K	Buy
2024 Q2	$554K	Buy
2024 Q1	$487K	Buy
2023 Q4	$330K	Buy