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TCFG Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

TCFG Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$856K Sell
29,092
-373
-1% -$11K 0.39% 73
2025
Q1 		$829K Buy
29,465
+83
+0.3% +$2.34K 0.42% 66
2024
Q4 		$904K Buy
29,382
+519
+2% +$16K 0.46% 61
2024
Q3 		$889K Buy
+28,863
New +$889K 0.45% 66