Squire Investment Management Company’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
85,129
+67,982
| +396% | +$2M | 0.92% | 18 |
|
|
2025
Q1 | $483K | Sell |
17,147
-5,978
| -26% | -$168K | 0.2% | 48 |
|
|
2024
Q4 | $712K | Buy |
23,125
+16
| +0.1% | +$492 | 0.31% | 40 |
|
|
2024
Q3 | $712K | Buy |
23,109
+12,531
| +118% | +$386K | 0.34% | 39 |
|
|
2024
Q2 | $304K | Buy |
10,578
+1,503
| +17% | +$43.3K | 0.17% | 48 |
|
|
2024
Q1 | $273K | Buy |
+9,075
| New | +$273K | 0.17% | 46 |
|