WealthShield 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 | $116K | Buy |
3,930
+18
| +0.5% | +$530 | 0.01% | 365 |
|
|
2025
Q1 | $110K | Buy |
3,912
+11
| +0.3% | +$310 | 0.01% | 362 |
|
|
2024
Q4 | $120K | Sell |
3,901
-158
| -4% | -$4.86K | 0.02% | 322 |
|
|
2024
Q3 | $125K | Buy |
4,059
+13
| +0.3% | +$400 | 0.02% | 329 |
|
|
2024
Q2 | $116K | Buy |
4,046
+15
| +0.4% | +$432 | 0.02% | 314 |
|
|
2024
Q1 | $121K | Sell |
4,031
-889
| -18% | -$26.8K | 0.02% | 305 |
|
|
2023
Q4 | $143K | Sell |
4,920
-443
| -8% | -$12.9K | 0.02% | 295 |
|
|
2023
Q3 | $136K | Buy |
5,363
+16
| +0.3% | +$405 | 0.02% | 315 |
|
|
2023
Q2 | $137K | Buy |
5,347
+518
| +11% | +$13.3K | 0.02% | 309 |
|
|
2023
Q1 | $120K | Buy |
+4,829
| New | +$120K | 0.02% | 317 |
|