SWM
Soundmark Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-93,385
| Closed | -$2.81M | – | 23 |
|
|
2024
Q1 | $2.81M | Buy |
93,385
+16,829
| +22% | +$507K | 1.25% | 22 |
|
|
2023
Q4 | $2.23M | Buy |
76,556
+12,874
| +20% | +$375K | 1.1% | 26 |
|
|
2023
Q3 | $1.61M | Buy |
63,682
+12,039
| +23% | +$305K | 0.9% | 27 |
|
|
2023
Q2 | $1.33M | Buy |
51,643
+2,528
| +5% | +$65K | 0.74% | 32 |
|
|
2023
Q1 | $1.22M | Buy |
49,115
+10,895
| +29% | +$272K | 0.73% | 31 |
|
|
2022
Q4 | $947K | Buy |
38,220
+12,929
| +51% | +$320K | 0.61% | 34 |
|
|
2022
Q3 | $551K | Buy |
+25,291
| New | +$551K | 0.39% | 41 |
|