TFA
Tobias Financial 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 | $8.56M | Sell |
290,788
-39,680
| -12% | -$1.17M | 1.46% | 18 |
|
|
2025
Q1 | $9.3M | Buy |
330,468
+34,552
| +12% | +$973K | 1.81% | 16 |
|
|
2024
Q4 | $9.11M | Buy |
295,916
+17,547
| +6% | +$540K | 1.83% | 15 |
|
|
2024
Q3 | $8.57M | Buy |
278,369
+28,881
| +12% | +$890K | 1.72% | 15 |
|
|
2024
Q2 | $7.18M | Buy |
249,488
+41,412
| +20% | +$1.19M | 1.55% | 15 |
|
|
2024
Q1 | $6.26M | Buy |
208,076
+26,941
| +15% | +$811K | 1.42% | 17 |
|
|
2023
Q4 | $5.27M | Buy |
181,135
+29,535
| +19% | +$860K | 1.28% | 18 |
|
|
2023
Q3 | $3.84M | Buy |
+151,600
| New | +$3.84M | 1.01% | 27 |
|