AW
Atlas Wealth’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 | $344K | Sell |
5,312
-546
| -9% | -$35.3K | 0.13% | 77 |
|
|
2025
Q1 | $350K | Sell |
5,858
-387
| -6% | -$23.1K | 0.14% | 72 |
|
|
2024
Q4 | $406K | Hold |
6,245
| – | – | 0.15% | 67 |
|
|
2024
Q3 | $405K | Sell |
6,245
-10,027
| -62% | -$650K | 0.17% | 59 |
|
|
2024
Q2 | $973K | Buy |
16,272
+8,136
| +100% | +$486K | 0.11% | 104 |
|
|
2024
Q1 | $507K | Sell |
8,136
-828
| -9% | -$51.6K | 0.25% | 52 |
|
|
2023
Q4 | $471K | Hold |
8,964
| – | – | 0.26% | 51 |
|
|
2023
Q3 | $471K | Sell |
8,964
-894
| -9% | -$46.9K | 0.09% | 118 |
|
|
2023
Q2 | $562K | Sell |
9,858
-238
| -2% | -$13.6K | 0.1% | 112 |
|
|
2023
Q1 | $532K | Hold |
10,096
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $516K | Buy |
+10,096
| New | +$516K | 0.14% | 76 |
|