SageView Advisory Group’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 Q4	$1.95M	Buy	59,259 +989	+2%	+$31.8K	0.07%	152
2025 Q3	$1.86M	Buy	58,270 +193	+0.3%	+$6.03K	0.06%	167
2025 Q2	$1.79M	Buy	58,077 +1,144	+2%	+$31.7K	0.07%	150
2025 Q1	$1.6M	Sell	56,933 -496	-0.9%	-$15K	0.07%	149
2024 Q4	$1.77M	Sell	57,429 -524	-0.9%	-$16.6K	0.08%	135
2024 Q3	$1.78M	Buy	57,953 +1,482	+3%	+$44.4K	0.09%	125
2024 Q2	$1.63M	Sell	56,471 -154	-0.3%	-$4.47K	0.08%	148
2024 Q1	$1.7M	Sell	56,625 -821	-1%	-$23.4K	0.09%	131
2023 Q4	$1.66M	Sell	57,446 -529	-0.9%	-$13.7K	0.07%	175
2023 Q3	$1.47M	Buy	57,975 +998	+2%	+$26.3K	0.08%	149
2023 Q2	$1.46M	Buy	56,977 +489	+0.9%	+$12K	0.08%	166
2023 Q1	$1.41M	Buy	56,488 +1,976	+4%	+$51.8K	0.09%	153
2022 Q4	$1.35M	Buy	+54,512	New	+$1.35M	0.11%	130