Willow Creek Wealth Management’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 Q3	$1.54M	Buy	48,267 +6,985	+17%	+$218K	0.13%	63
2025 Q2	$1.21M	Buy	41,282 +25,998	+170%	+$720K	0.11%	62
2025 Q1	$430K	Buy	15,284 +655	+4%	+$19.8K	0.04%	96
2024 Q4	$450K	Sell	14,629 -376	-3%	-$11.9K	0.05%	92
2024 Q3	$462K	Sell	15,005 -1,329	-8%	-$39.8K	0.05%	91
2024 Q2	$470K	Hold	16,334	–	–	0.05%	87
2024 Q1	$492K	Buy	16,334 +20	+0.1%	+$570	0.06%	84
2023 Q4	$475K	Sell	16,314 -3,540	-18%	-$91.9K	0.06%	83
2023 Q3	$503K	Buy	19,854 +1,541	+8%	+$40.7K	0.07%	77
2023 Q2	$471K	Buy	18,313 +571	+3%	+$14K	0.07%	87
2023 Q1	$442K	Buy	17,742 +8,475	+91%	+$222K	0.07%	80
2022 Q4	$230K	Buy	+9,267	New	+$229K	0.04%	117