WDG
Wealth Dimensions Group’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 | $13.4M | Buy |
456,519
+19,459
| +4% | +$573K | 2.96% | 10 |
|
|
2025
Q1 | $12.3M | Buy |
437,060
+52,435
| +14% | +$1.48M | 2.94% | 10 |
|
|
2024
Q4 | $11.8M | Buy |
384,625
+32,584
| +9% | +$1M | 2.9% | 10 |
|
|
2024
Q3 | $10.8M | Buy |
352,041
+61,023
| +21% | +$1.88M | 2.75% | 10 |
|
|
2024
Q2 | $8.38M | Buy |
291,018
+39,578
| +16% | +$1.14M | 2.39% | 11 |
|
|
2024
Q1 | $7.57M | Buy |
251,440
+30,031
| +14% | +$904K | 2.24% | 12 |
|
|
2023
Q4 | $6.45M | Buy |
221,409
+41,214
| +23% | +$1.2M | 2.04% | 12 |
|
|
2023
Q3 | $4.57M | Buy |
180,195
+45,122
| +33% | +$1.14M | 1.66% | 14 |
|
|
2023
Q2 | $3.47M | Buy |
135,073
+36,912
| +38% | +$949K | 1.26% | 14 |
|
|
2023
Q1 | $2.45M | Buy |
98,161
+29,947
| +44% | +$747K | 0.95% | 17 |
|
|
2022
Q4 | $1.69M | Buy |
+68,214
| New | +$1.69M | 0.69% | 26 |
|