RFP
RCS Financial Planning’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 | $9M | Buy |
305,939
+4,105
| +1% | +$121K | 4.48% | 6 |
|
|
2025
Q1 | $8.5M | Buy |
301,834
+8,430
| +3% | +$237K | 4.48% | 8 |
|
|
2024
Q4 | $9.03M | Buy |
293,404
+13,173
| +5% | +$405K | 4.81% | 6 |
|
|
2024
Q3 | $8.63M | Buy |
280,231
+1,740
| +0.6% | +$53.6K | 4.79% | 7 |
|
|
2024
Q2 | $8.01M | Buy |
278,491
+36,746
| +15% | +$1.06M | 4.73% | 7 |
|
|
2024
Q1 | $7.28M | Buy |
241,745
+8,001
| +3% | +$241K | 4.48% | 7 |
|
|
2023
Q4 | $6.81M | Buy |
233,744
+2,610
| +1% | +$76K | 4.45% | 5 |
|
|
2023
Q3 | $5.86M | Buy |
231,134
+19,599
| +9% | +$497K | 4.47% | 7 |
|
|
2023
Q2 | $5.44M | Buy |
211,535
+24,789
| +13% | +$637K | 4.49% | 7 |
|
|
2023
Q1 | $4.66M | Buy |
186,746
+8,027
| +4% | +$200K | 4.13% | 7 |
|
|
2022
Q4 | $4.43M | Buy |
+178,719
| New | +$4.43M | 4.3% | 6 |
|