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Wealthspire Advisors (New York)’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$805K Buy
27,340
+8,293
+44% +$244K ﹤0.01% 429
2025
Q1 		$536K Hold
19,047
– – ﹤0.01% 496
2024
Q4 		$586K Buy
+19,047
New +$586K 0.01% 472