SAG
SageView Advisory Group’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 | $1.79M | Buy |
58,077
+1,144
| +2% | +$35.2K | 0.07% | 150 |
|
|
2025
Q1 | $1.6M | Sell |
56,933
-496
| -0.9% | -$14K | 0.07% | 149 |
|
|
2024
Q4 | $1.77M | Sell |
57,429
-524
| -0.9% | -$16.1K | 0.08% | 135 |
|
|
2024
Q3 | $1.78M | Buy |
57,953
+1,482
| +3% | +$45.6K | 0.09% | 125 |
|
|
2024
Q2 | $1.63M | Sell |
56,471
-154
| -0.3% | -$4.43K | 0.08% | 148 |
|
|
2024
Q1 | $1.7M | Sell |
56,625
-821
| -1% | -$24.7K | 0.09% | 131 |
|
|
2023
Q4 | $1.66M | Sell |
57,446
-529
| -0.9% | -$15.3K | 0.07% | 175 |
|
|
2023
Q3 | $1.47M | Buy |
57,975
+998
| +2% | +$25.3K | 0.08% | 149 |
|
|
2023
Q2 | $1.46M | Buy |
56,977
+489
| +0.9% | +$12.6K | 0.08% | 166 |
|
|
2023
Q1 | $1.41M | Buy |
56,488
+1,976
| +4% | +$49.3K | 0.09% | 153 |
|
|
2022
Q4 | $1.35M | Buy |
+54,512
| New | +$1.35M | 0.11% | 130 |
|