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Triad Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Triad Wealth Partners’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Buy
39,697
+19,645
+98% +$578K 0.24% 73
2025
Q1 		$564K Buy
+20,052
New +$564K 0.18% 97