Private Trust Company’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
Q3 | $208K | Hold |
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|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $184K | Hold |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $99.4K | Hold |
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|
2024
Q2 | $92.8K | Buy |
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|
2024
Q1 | $67K | Hold |
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|
2023
Q4 | $64.8K | Hold |
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|
2023
Q3 | $56.4K | Hold |
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|
2023
Q2 | $57.2K | Hold |
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|
2023
Q1 | $55.5K | Hold |
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|
2022
Q4 | $55K | Buy |
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