SWM
Seaside Wealth Management’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 | $24.5M | Buy |
832,987
+45,240
| +6% | +$1.33M | 7.8% | 4 |
|
|
2025
Q1 | $22.2M | Buy |
787,747
+21,681
| +3% | +$610K | 7.91% | 4 |
|
|
2024
Q4 | $23.6M | Buy |
766,066
+45,272
| +6% | +$1.39M | 8.63% | 3 |
|
|
2024
Q3 | $22.2M | Buy |
720,794
+29,501
| +4% | +$909K | 8.39% | 4 |
|
|
2024
Q2 | $19.9M | Buy |
691,293
+24,222
| +4% | +$697K | 8.25% | 4 |
|
|
2024
Q1 | $20.1M | Buy |
667,071
+11,662
| +2% | +$351K | 8.56% | 3 |
|
|
2023
Q4 | $19.1M | Sell |
655,409
-33,668
| -5% | -$980K | 8.73% | 3 |
|
|
2023
Q3 | $17.5M | Buy |
689,077
+32,386
| +5% | +$821K | 8.87% | 3 |
|
|
2023
Q2 | $16.9M | Buy |
+656,691
| New | +$16.9M | 8.74% | 3 |
|