WealthShield Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
2025
Q1
$110K Buy
2024
Q4
$120K Sell
2024
Q3
$125K Buy
2024
Q2
$116K Buy
2024
Q1
$121K Sell
2023
Q4
$143K Sell
2023
Q3
$136K Buy
2023
Q2
$137K Buy
2023
Q1
$120K Buy