Wealth Enhancement Advisory Services’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 | $27.6M | Buy |
895,938
+111,600
| +14% | +$3.44M | 0.05% | 340 |
|
2025
Q1 | $22.1M | Buy |
784,338
+56,377
| +8% | +$1.59M | 0.04% | 369 |
|
2024
Q4 | $22.4M | Buy |
727,961
+163,534
| +29% | +$5.03M | 0.04% | 350 |
|
2024
Q3 | $17.4M | Buy |
564,427
+135,724
| +32% | +$4.18M | 0.04% | 376 |
|
2024
Q2 | $12.3M | Buy |
428,703
+31,162
| +8% | +$897K | 0.03% | 429 |
|
2024
Q1 | $12M | Buy |
397,541
+35,232
| +10% | +$1.06M | 0.03% | 426 |
|
2023
Q4 | $10.6M | Buy |
362,309
+26,338
| +8% | +$767K | 0.03% | 419 |
|
2023
Q3 | $8.51M | Buy |
+335,971
| New | +$8.51M | 0.03% | 443 |
|