AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $232K | Buy |
7,526
+162
| +2% | +$4.99K | 0.12% | 90 |
|
|
2024
Q2 | $212K | Buy |
7,364
+44
| +0.6% | +$1.27K | 0.12% | 93 |
|
|
2024
Q1 | $220K | Buy |
7,320
+580
| +9% | +$17.5K | 0.13% | 91 |
|
|
2023
Q4 | $196K | Sell |
6,740
-10
| -0.1% | -$291 | 0.13% | 91 |
|
|
2023
Q3 | $171K | Buy |
6,750
+127
| +2% | +$3.22K | 0.13% | 93 |
|
|
2023
Q2 | $170K | Buy |
6,623
+1,496
| +29% | +$38.4K | 0.13% | 94 |
|
|
2023
Q1 | $128K | Buy |
5,127
+3,886
| +313% | +$96.9K | 0.1% | 100 |
|
|
2022
Q4 | $30.7K | Buy |
+1,241
| New | +$30.7K | 0.03% | 129 |
|