Soundmark Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Soundmark Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$480K	1.25%	22
2023 Q4	$2.23M	Buy	76,556 +12,874	+20%	+$334K	1.1%	26
2023 Q3	$1.61M	Buy	63,682 +12,039	+23%	+$318K	0.9%	27
2023 Q2	$1.33M	Buy	51,643 +2,528	+5%	+$61.8K	0.74%	32
2023 Q1	$1.22M	Buy	49,115 +10,895	+29%	+$286K	0.73%	31
2022 Q4	$947K	Buy	38,220 +12,929	+51%	+$320K	0.61%	34
2022 Q3	$551K	Buy	+25,291	New	+$605K	0.39%	41

Other funds holding DFSV

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return