WPA
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Wealth Preservation Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealth Preservation Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
43,788
-3,830
-8% -$113K 0.79% 18
2025
Q1 		$1.34M Buy
+47,618
New +$1.34M 0.96% 17