WWA
WCG Wealth 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
Q1 | – | Sell |
-10,626
| Closed | -$327K | – | 298 |
|
|
2024
Q4 | $327K | Sell |
10,626
-427
| -4% | -$13.1K | 0.02% | 283 |
|
|
2024
Q3 | $340K | Buy |
11,053
+8
| +0.1% | +$246 | 0.02% | 296 |
|
|
2024
Q2 | $318K | Sell |
11,045
-971
| -8% | -$28K | 0.02% | 262 |
|
|
2024
Q1 | $362K | Buy |
+12,016
| New | +$362K | 0.03% | 240 |
|