SC&H Financial Advisors’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
2026 Q1	$2.12M	Buy	60,459 +5,980	+11%	+$211K	0.32%	37
2025 Q4	$1.79M	Sell	54,479 -36,147	-40%	-$1.16M	0.28%	44
2025 Q3	$2.89M	Sell	90,626 -15,698	-15%	-$490K	0.47%	30
2025 Q2	$3.13M	Buy	106,324 +12,036	+13%	+$333K	0.53%	26
2025 Q1	$2.65M	Buy	94,288 +6,707	+8%	+$203K	0.52%	28
2024 Q4	$2.7M	Buy	87,581 +2,723	+3%	+$86.2K	0.56%	29
2024 Q3	$2.61M	Buy	84,858 +3,392	+4%	+$102K	0.57%	29
2024 Q2	$2.34M	Buy	81,466 +170	+0.2%	+$4.93K	0.57%	28
2024 Q1	$2.45M	Buy	81,296 +931	+1%	+$26.6K	0.64%	26
2023 Q4	$2.34M	Sell	80,365 -4,597	-5%	-$119K	0.67%	26
2023 Q3	$2.15M	Buy	84,962 +4,918	+6%	+$130K	0.72%	25
2023 Q2	$2.06M	Buy	80,044 +1,205	+2%	+$29.5K	0.68%	26
2023 Q1	$1.97M	Buy	78,839 +176	+0.2%	+$4.61K	0.72%	27
2022 Q4	$1.95M	Buy	78,663 +312	+0.4%	+$7.71K	0.81%	26
2022 Q3	$1.71M	Buy	78,351 +64,584	+469%	+$1.55M	0.85%	24
2022 Q2	$311K	Buy	+13,767	New	+$336K	0.15%	110