WCWM
Willow Creek Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
41,282
+25,998
| +170% | +$765K | 0.11% | 62 |
|
|
2025
Q1 | $430K | Buy |
15,284
+655
| +4% | +$18.4K | 0.04% | 96 |
|
|
2024
Q4 | $450K | Sell |
14,629
-376
| -3% | -$11.6K | 0.05% | 92 |
|
|
2024
Q3 | $462K | Sell |
15,005
-1,329
| -8% | -$40.9K | 0.05% | 91 |
|
|
2024
Q2 | $470K | Hold |
16,334
| – | – | 0.05% | 87 |
|
|
2024
Q1 | $492K | Buy |
16,334
+20
| +0.1% | +$602 | 0.06% | 84 |
|
|
2023
Q4 | $475K | Sell |
16,314
-3,540
| -18% | -$103K | 0.06% | 83 |
|
|
2023
Q3 | $503K | Buy |
19,854
+1,541
| +8% | +$39K | 0.07% | 77 |
|
|
2023
Q2 | $471K | Buy |
18,313
+571
| +3% | +$14.7K | 0.07% | 87 |
|
|
2023
Q1 | $442K | Buy |
17,742
+8,475
| +91% | +$211K | 0.07% | 80 |
|
|
2022
Q4 | $230K | Buy |
+9,267
| New | +$230K | 0.04% | 117 |
|