BAM
Baldrige Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $514K | Buy |
9,744
+849
| +10% | +$44.8K | 0.21% | 69 |
|
|
2022
Q4 | $455K | Buy |
8,895
+1,241
| +16% | +$63.5K | 0.2% | 70 |
|
|
2022
Q3 | $356K | Sell |
7,654
-41
| -0.5% | -$1.91K | 0.17% | 80 |
|
|
2022
Q2 | $369K | Buy |
7,695
+1,950
| +34% | +$93.5K | 0.17% | 81 |
|
|
2022
Q1 | $322K | Sell |
5,745
-156
| -3% | -$8.74K | 0.13% | 91 |
|
|
2021
Q4 | $354K | Buy |
5,901
+396
| +7% | +$23.8K | 0.14% | 82 |
|
|
2021
Q3 | $317K | Buy |
5,505
+500
| +10% | +$28.8K | 0.13% | 83 |
|
|
2021
Q2 | $292K | Buy |
+5,005
| New | +$292K | 0.13% | 83 |
|