RWM
Ritholtz Wealth Management’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 | $94.5M | Buy |
3,210,827
+758,884
| +31% | +$22.3M | 2.09% | 13 |
|
|
2025
Q1 | $69M | Buy |
2,451,943
+342,866
| +16% | +$9.65M | 2.06% | 9 |
|
|
2024
Q4 | $64.9M | Buy |
2,109,077
+78,559
| +4% | +$2.42M | 1.91% | 13 |
|
|
2024
Q3 | $62.5M | Buy |
2,030,518
+71,175
| +4% | +$2.19M | 1.88% | 13 |
|
|
2024
Q2 | $56.4M | Buy |
1,959,343
+24,269
| +1% | +$698K | 1.86% | 13 |
|
|
2024
Q1 | $58.2M | Buy |
1,935,074
+53,204
| +3% | +$1.6M | 2.01% | 13 |
|
|
2023
Q4 | $54.8M | Buy |
1,881,870
+59,074
| +3% | +$1.72M | 2.13% | 11 |
|
|
2023
Q3 | $46.2M | Buy |
1,822,796
+103,404
| +6% | +$2.62M | 2.07% | 10 |
|
|
2023
Q2 | $44.2M | Buy |
1,719,392
+143,621
| +9% | +$3.69M | 1.99% | 12 |
|
|
2023
Q1 | $39.3M | Buy |
1,575,771
+32,892
| +2% | +$820K | 1.96% | 12 |
|
|
2022
Q4 | $38.2M | Buy |
+1,542,879
| New | +$38.2M | 2.13% | 11 |
|