SPIA
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Steward Partners Investment Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Steward Partners Investment Advisory’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$86.8K Sell
2,948
-41
-1% -$1.21K ﹤0.01% 2200
2025
Q1 		$84.1K Sell
2,989
-28,849
-91% -$812K ﹤0.01% 2109
2024
Q4 		$980K Sell
31,838
-21
-0.1% -$646 0.01% 883
2024
Q3 		$981K Buy
+31,859
New +$981K 0.01% 864