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Sequoia Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Sequoia Financial Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$849K Hold
28,851
– – 0.01% 754
2025
Q1 		$812K Sell
28,851
-320
-1% -$9.01K 0.01% 688
2024
Q4 		$898K Sell
29,171
-5,959
-17% -$183K 0.01% 607
2024
Q3 		$1.08M Buy
+35,130
New +$1.08M 0.01% 516