Ruedi Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
2025
Q1
$405K Buy
2024
Q4
$441K Buy
2024
Q3
$439K Buy
2024
Q2
$405K Sell
2024
Q1
$454K Buy
2023
Q4
$403K Sell
2023
Q3
$391K Buy
2023
Q2
$258K Sell
2023
Q1
$433K Buy
2022
Q4
$313K Buy