Vestia Personal Wealth Advisors’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	$5.67M	Buy	192,657 +42,834	+29%	+$1.26M	3.88%	7
2025 Q1	$4.22M	Buy	149,823 +35,009	+30%	+$985K	3.34%	8
2024 Q4	$3.53M	Buy	114,814 +16,979	+17%	+$523K	2.91%	10
2024 Q3	$3.01M	Buy	97,835 +13,228	+16%	+$407K	2.84%	10
2024 Q2	$2.43M	Buy	+84,607	New	+$2.43M	2.6%	11