WHCI
W.H. Cornerstone Investments’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 | $2.88M | Buy |
97,982
+3,661
| +4% | +$108K | 1.83% | 13 |
|
|
2025
Q1 | $2.66M | Buy |
94,321
+34,996
| +59% | +$985K | 1.83% | 12 |
|
|
2024
Q4 | $1.83M | Sell |
59,325
-4,101
| -6% | -$126K | 1.22% | 14 |
|
|
2024
Q3 | $1.95M | Sell |
63,426
-16,026
| -20% | -$494K | 1.32% | 13 |
|
|
2024
Q2 | $2.29M | Buy |
79,452
+11,177
| +16% | +$322K | 1.62% | 13 |
|
|
2024
Q1 | $2.06M | Buy |
68,275
+29,279
| +75% | +$881K | 1.48% | 14 |
|
|
2023
Q4 | $1.14M | Buy |
+38,996
| New | +$1.14M | 0.9% | 30 |
|