QWM
Quadcap Wealth Management’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 | $1.43M | Buy |
48,573
+12,977
| +36% | +$382K | 0.18% | 106 |
|
|
2025
Q1 | $1M | Sell |
35,596
-1,692
| -5% | -$47.6K | 0.15% | 139 |
|
|
2024
Q4 | $1.15M | Buy |
37,288
+2,878
| +8% | +$88.6K | 0.17% | 119 |
|
|
2024
Q3 | $1.06M | Buy |
34,410
+7,135
| +26% | +$220K | 0.17% | 126 |
|
|
2024
Q2 | $785K | Buy |
+27,275
| New | +$785K | 0.14% | 158 |
|