WMS 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
Q1
Sell
2024
Q4
$498K Sell
2024
Q3
$519K Buy
2024
Q2
$485K Sell
2024
Q1
$508K Sell
2023
Q4
$498K Buy
2023
Q3
$400K Sell
2023
Q2
$415K Buy