Rockwood Wealth Management’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 | $1.18M | Buy |
40,213
+7,123
| +22% | +$210K | 0.1% | 42 |
|
|
2025
Q1 | $931K | Buy |
33,090
+10,840
| +49% | +$305K | 0.09% | 39 |
|
|
2024
Q4 | $682K | Hold |
22,250
| – | – | 0.07% | 45 |
|
|
2024
Q3 | $685K | Buy |
22,250
+2,821
| +15% | +$86.9K | 0.08% | 44 |
|
|
2024
Q2 | $559K | Sell |
19,429
-629
| -3% | -$18.1K | 0.07% | 49 |
|
|
2024
Q1 | $604K | Buy |
20,058
+6,627
| +49% | +$199K | 0.08% | 40 |
|
|
2023
Q4 | $391K | Buy |
+13,431
| New | +$391K | 0.06% | 55 |
|