United Wealth Management’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	$24.8M	Buy	843,368 +38,035	+5%	+$1.12M	7.21%	5
2025 Q1	$22.7M	Buy	805,333 +97,536	+14%	+$2.75M	7.1%	5
2024 Q4	$21.8M	Buy	+707,797	New	+$21.8M	7.34%	5