Sequoia 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
2025
Q2
$849K Hold
2025
Q1
$812K Sell
2024
Q4
$898K Sell
2024
Q3
$1.08M Buy