AWM
Ariadne Wealth Management’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 | $2.09M | Sell |
30,958
-1,086
| -3% | -$73.4K | 1% | 23 |
|
|
2025
Q1 | $1.93M | Sell |
32,044
-5,865
| -15% | -$353K | 1.01% | 23 |
|
|
2024
Q4 | $2.54M | Buy |
37,909
+7,245
| +24% | +$485K | 1.16% | 18 |
|
|
2024
Q3 | $2.11M | Buy |
30,664
+2,841
| +10% | +$196K | 1.15% | 21 |
|
|
2024
Q2 | $1.67M | Buy |
+27,823
| New | +$1.67M | 1.29% | 20 |
|