RWM
Ruedi 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 | $2M | Buy |
67,925
+53,545
| +372% | +$1.58M | 0.59% | 22 |
|
|
2025
Q1 | $405K | Buy |
14,380
+42
| +0.3% | +$1.18K | 0.13% | 38 |
|
|
2024
Q4 | $441K | Buy |
14,338
+72
| +0.5% | +$2.22K | 0.14% | 35 |
|
|
2024
Q3 | $439K | Buy |
14,266
+205
| +1% | +$6.31K | 0.15% | 34 |
|
|
2024
Q2 | $405K | Sell |
14,061
-1,011
| -7% | -$29.1K | 0.16% | 37 |
|
|
2024
Q1 | $454K | Buy |
15,072
+1,240
| +9% | +$37.3K | 0.19% | 34 |
|
|
2023
Q4 | $403K | Sell |
13,832
-1,611
| -10% | -$46.9K | 0.19% | 31 |
|
|
2023
Q3 | $391K | Buy |
15,443
+5,402
| +54% | +$137K | 0.22% | 30 |
|
|
2023
Q2 | $258K | Sell |
10,041
-7,347
| -42% | -$189K | 0.15% | 38 |
|
|
2023
Q1 | $433K | Buy |
17,388
+4,739
| +37% | +$118K | 0.28% | 28 |
|
|
2022
Q4 | $313K | Buy |
+12,649
| New | +$313K | 0.22% | 31 |
|