Shearwater Capital’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
Q3 | $706K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $213K | Buy |
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