Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
12,440
-2,902
| -19% | -$85.4K | 0.01% | 585 |
|
|
2025
Q1 | $432K | Buy |
15,342
+3,435
| +29% | +$96.7K | 0.01% | 607 |
|
|
2024
Q4 | $366K | Buy |
11,907
+1,536
| +15% | +$47.3K | 0.01% | 653 |
|
|
2024
Q3 | $319K | Sell |
10,371
-242
| -2% | -$7.45K | 0.01% | 625 |
|
|
2024
Q2 | $305K | Buy |
10,613
+2,246
| +27% | +$64.6K | 0.01% | 607 |
|
|
2024
Q1 | $252K | Buy |
8,367
+2,168
| +35% | +$65.3K | ﹤0.01% | 710 |
|
|
2023
Q4 | $174K | Buy |
6,199
+3,778
| +156% | +$106K | 0.01% | 799 |
|
|
2023
Q3 | $61.3K | Buy |
+2,421
| New | +$61.3K | ﹤0.01% | 1098 |
|