RAM Investment Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
18,368
+9,017
| +96% | +$265K | 0.11% | 54 |
|
|
2025
Q1 | $263K | Hold |
9,351
| – | – | 0.07% | 76 |
|
|
2024
Q4 | $288K | Buy |
9,351
+1,061
| +13% | +$32.7K | 0.07% | 73 |
|
|
2024
Q3 | $255K | Buy |
8,290
+100
| +1% | +$3.08K | 0.07% | 73 |
|
|
2024
Q2 | $236K | Buy |
8,190
+954
| +13% | +$27.5K | 0.07% | 69 |
|
|
2024
Q1 | $218K | Hold |
7,236
| – | – | 0.07% | 79 |
|
|
2023
Q4 | $211K | Buy |
+7,236
| New | +$211K | 0.07% | 63 |
|