RIM
Rockbridge Investment 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
Q1 | – | Sell |
-6,747
| Closed | -$208K | – | 133 |
|
|
2024
Q4 | $208K | Hold |
6,747
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $208K | Buy |
+6,747
| New | +$208K | 0.03% | 125 |
|
|
2024
Q2 | – | Sell |
-6,747
| Closed | -$203K | – | 121 |
|
|
2024
Q1 | $203K | Sell |
6,747
-555
| -8% | -$16.7K | 0.03% | 117 |
|
|
2023
Q4 | $213K | Buy |
+7,302
| New | +$213K | 0.03% | 111 |
|
|
2022
Q3 | – | Sell |
-6,902
| Closed | -$156K | – | 225 |
|
|
2022
Q2 | $156K | Buy |
+6,902
| New | +$156K | 0.03% | 113 |
|