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Redmont Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Redmont Wealth Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$299K Sell
10,605
-8,222
-44% -$231K 0.58% 48
2024
Q4 		$579K Sell
18,827
-285
-1% -$8.77K 1% 25
2024
Q3 		$589K Buy
19,112
+6,964
+57% +$214K 0.91% 28
2024
Q2 		$350K Buy
+12,148
New +$350K 0.55% 50