TLA
Tanglewood Legacy Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.9K | Hold |
2,034
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $57.3K | Hold |
2,034
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $62.6K | Hold |
2,034
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $62.6K | Hold |
2,034
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $58.5K | Hold |
2,034
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $61.2K | Sell |
2,034
-7,435
| -79% | -$224K | 0.03% | 143 |
|
|
2023
Q4 | $276K | Hold |
9,469
| – | – | 0.15% | 71 |
|
|
2023
Q3 | $240K | Hold |
9,469
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $243K | Hold |
9,469
| – | – | 0.14% | 72 |
|
|
2023
Q1 | $236K | Buy |
+9,469
| New | +$236K | 0.15% | 67 |
|