Wealthcare Advisory Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
128,426
+15,090
| +13% | +$444K | 0.09% | 192 |
|
|
2025
Q1 | $3.19M | Buy |
113,336
+66,252
| +141% | +$1.87M | 0.09% | 205 |
|
|
2024
Q4 | $1.45M | Sell |
47,084
-16,076
| -25% | -$495K | 0.04% | 339 |
|
|
2024
Q3 | $1.95M | Buy |
63,160
+6,083
| +11% | +$187K | 0.06% | 274 |
|
|
2024
Q2 | $1.64M | Buy |
57,077
+17,476
| +44% | +$503K | 0.05% | 271 |
|
|
2024
Q1 | $1.19M | Buy |
39,601
+2,180
| +6% | +$65.6K | 0.04% | 330 |
|
|
2023
Q4 | $1.09M | Buy |
37,421
+19,500
| +109% | +$568K | 0.04% | 300 |
|
|
2023
Q3 | $454K | Sell |
17,921
-35,787
| -67% | -$907K | 0.02% | 455 |
|
|
2023
Q2 | $1.38M | Buy |
53,708
+10,222
| +24% | +$263K | 0.06% | 236 |
|
|
2023
Q1 | $1.08M | Buy |
+43,486
| New | +$1.08M | 0.05% | 275 |
|