RWP
Revolve Wealth Partners’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 | $1.18M | Buy |
40,183
+17,823
| +80% | +$525K | 0.15% | 74 |
|
2025
Q1 | $629K | Hold |
22,360
| – | – | 0.09% | 99 |
|
2024
Q4 | $688K | Hold |
22,360
| – | – | 0.1% | 93 |
|
2024
Q3 | $689K | Hold |
22,360
| – | – | 0.1% | 90 |
|
2024
Q2 | $644K | Hold |
22,360
| – | – | 0.11% | 88 |
|
2024
Q1 | $673K | Buy |
22,360
+190
| +0.9% | +$5.72K | 0.11% | 85 |
|
2023
Q4 | $646K | Hold |
22,170
| – | – | 0.12% | 76 |
|
2023
Q3 | $562K | Hold |
22,170
| – | – | 0.13% | 78 |
|
2023
Q2 | $570K | Buy |
+22,170
| New | +$570K | 0.13% | 75 |
|