Sutton Place Investors’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 | $204K | Buy |
+6,945
| New | +$204K | 0.12% | 116 |
|
|
2025
Q1 | – | Sell |
-7,096
| Closed | -$218K | – | 118 |
|
|
2024
Q4 | $218K | Hold |
7,096
| – | – | 0.13% | 124 |
|
|
2024
Q3 | $219K | Sell |
7,096
-120
| -2% | -$3.7K | 0.13% | 118 |
|
|
2024
Q2 | $208K | Sell |
7,216
-4
| -0.1% | -$115 | 0.14% | 113 |
|
|
2024
Q1 | $217K | Sell |
7,220
-10
| -0.1% | -$301 | 0.11% | 140 |
|
|
2023
Q4 | $211K | Buy |
+7,230
| New | +$211K | 0.15% | 114 |
|
|
2023
Q3 | – | Sell |
-8,267
| Closed | -$212K | – | 75 |
|
|
2023
Q2 | $212K | Buy |
+8,267
| New | +$212K | 0.3% | 60 |
|