SW
Simplicity Wealth’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 | – | Sell |
-8,644
| Closed | -$243K | – | 610 |
|
|
2025
Q1 | $243K | Sell |
8,644
-10,406
| -55% | -$293K | 0.02% | 474 |
|
|
2024
Q4 | $586K | Sell |
19,050
-2,379
| -11% | -$73.2K | 0.12% | 142 |
|
|
2024
Q3 | $660K | Buy |
21,429
+3,175
| +17% | +$97.8K | 0.06% | 250 |
|
|
2024
Q2 | $525K | Buy |
18,254
+17
| +0.1% | +$489 | 0.01% | 740 |
|
|
2024
Q1 | $549K | Buy |
+18,237
| New | +$549K | 0.01% | 699 |
|