Pinnacle Wealth Management Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Buy |
328,564
+7,256
| +2% | +$214K | 0.8% | 32 |
|
|
2025
Q1 | $9.04M | Buy |
321,308
+15,097
| +5% | +$425K | 0.84% | 32 |
|
|
2024
Q4 | $9.43M | Sell |
306,211
-767
| -0.2% | -$23.6K | 0.88% | 29 |
|
|
2024
Q3 | $9.45M | Sell |
306,978
-1,561
| -0.5% | -$48.1K | 0.9% | 29 |
|
|
2024
Q2 | $8.88M | Buy |
308,539
+13,721
| +5% | +$395K | 0.92% | 29 |
|
|
2024
Q1 | $8.87M | Sell |
294,818
-6,480
| -2% | -$195K | 0.95% | 28 |
|
|
2023
Q4 | $8.77M | Sell |
301,298
-17,325
| -5% | -$505K | 1.03% | 25 |
|
|
2023
Q3 | $8.07M | Sell |
318,623
-527
| -0.2% | -$13.4K | 1.05% | 24 |
|
|
2023
Q2 | $8.2M | Buy |
319,150
+18,170
| +6% | +$467K | 1.02% | 25 |
|
|
2023
Q1 | $7.5M | Buy |
+300,980
| New | +$7.5M | 1.01% | 24 |
|