REDW Wealth’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
$845K Buy
28,702
+582
+2% +$17.1K 0.34% 47
2025
Q1
$792K Sell
28,120
-1,973
-7% -$55.5K 0.29% 49
2024
Q4
$926K Sell
30,093
-30,852
-51% -$950K 0.32% 49
2024
Q3
$1.88M Sell
60,945
-12,440
-17% -$383K 0.48% 35
2024
Q2
$2.11M Buy
73,385
+51,994
+243% +$1.5M 0.55% 32
2024
Q1
$644K Buy
+21,391
New +$644K 0.17% 72