SWG
DFSV icon

Summit Wealth Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Summit Wealth Group’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 		$3.46M Buy
117,453
+99,523
+555% +$2.93M 0.89% 28
2025
Q1 		$505K Buy
+17,930
New +$505K 0.15% 58