Sterling Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
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|
2025
Q1 | $6.56M | Buy |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $6.01M | Buy |
|
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|
2024
Q2 | $4.94M | Buy |
|
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.13M | Buy |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $1.95M | Buy |
|
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $279K | Buy |
|