SHFA
SC&H Financial Advisors’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 | $3.13M | Buy |
106,324
+12,036
| +13% | +$354K | 0.53% | 26 |
|
|
2025
Q1 | $2.65M | Buy |
94,288
+6,707
| +8% | +$189K | 0.52% | 28 |
|
|
2024
Q4 | $2.7M | Buy |
87,581
+2,723
| +3% | +$83.8K | 0.56% | 29 |
|
|
2024
Q3 | $2.61M | Buy |
84,858
+3,392
| +4% | +$104K | 0.57% | 29 |
|
|
2024
Q2 | $2.34M | Buy |
81,466
+170
| +0.2% | +$4.89K | 0.57% | 28 |
|
|
2024
Q1 | $2.45M | Buy |
81,296
+931
| +1% | +$28K | 0.64% | 26 |
|
|
2023
Q4 | $2.34M | Sell |
80,365
-4,597
| -5% | -$134K | 0.67% | 26 |
|
|
2023
Q3 | $2.15M | Buy |
84,962
+4,918
| +6% | +$125K | 0.72% | 25 |
|
|
2023
Q2 | $2.06M | Buy |
80,044
+1,205
| +2% | +$31K | 0.68% | 26 |
|
|
2023
Q1 | $1.97M | Buy |
78,839
+176
| +0.2% | +$4.39K | 0.72% | 27 |
|
|
2022
Q4 | $1.95M | Buy |
78,663
+312
| +0.4% | +$7.73K | 0.81% | 26 |
|
|
2022
Q3 | $1.71M | Buy |
78,351
+64,584
| +469% | +$1.41M | 0.85% | 24 |
|
|
2022
Q2 | $311K | Buy |
+13,767
| New | +$311K | 0.15% | 110 |
|