AWA
Acorn Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
5,800
-2,126
| -27% | -$135K | 0.14% | 149 |
|
|
2025
Q1 | $474K | Buy |
7,926
+198
| +3% | +$11.8K | 0.2% | 115 |
|
|
2024
Q4 | $503K | Buy |
7,728
+618
| +9% | +$40.2K | 0.21% | 102 |
|
|
2024
Q3 | $461K | Buy |
7,110
+1,220
| +21% | +$79.1K | 0.2% | 101 |
|
|
2024
Q2 | $354K | Buy |
5,890
+846
| +17% | +$50.8K | 0.17% | 120 |
|
|
2024
Q1 | $314K | Buy |
5,044
+572
| +13% | +$35.7K | 0.16% | 134 |
|
|
2023
Q4 | $267K | Buy |
+4,472
| New | +$267K | 0.16% | 147 |
|