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 |
|