WP
WealthSource Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.28M | Buy |
112,643
+9,636
| +9% | +$281K | 0.21% | 73 |
|
|
2023
Q3 | $2.61M | Sell |
103,007
-1,183
| -1% | -$30K | 0.18% | 96 |
|
|
2023
Q2 | $2.68M | Buy |
104,190
+10,965
| +12% | +$282K | 0.18% | 86 |
|
|
2023
Q1 | $2.32M | Buy |
93,225
+3,215
| +4% | +$80.2K | 0.16% | 101 |
|
|
2022
Q4 | $2.23M | Buy |
+90,010
| New | +$2.23M | 0.16% | 104 |
|