Sigma Planning Corp’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,370
| Closed | -$694K | – | 915 |
|
|
2023
Q3 | $694K | Buy |
27,370
+14,819
| +118% | +$376K | 0.03% | 588 |
|
|
2023
Q2 | $323K | Buy |
12,551
+2,097
| +20% | +$53.9K | 0.01% | 908 |
|
|
2023
Q1 | $261K | Buy |
10,454
+971
| +10% | +$24.2K | 0.01% | 1058 |
|
|
2022
Q4 | $235K | Buy |
+9,483
| New | +$235K | 0.01% | 1075 |
|