BCWM
Bartlett & Co 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 | – | Sell |
-1,645
| Closed | -$98.3K | – | 1268 |
|
|
2025
Q1 | $98.3K | Hold |
1,645
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $107K | Hold |
1,645
| – | – | ﹤0.01% | 534 |
|
|
2024
Q3 | $107K | Hold |
1,645
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $98.8K | Hold |
1,645
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $103K | Hold |
1,645
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $99.3K | Hold |
1,645
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $86.3K | Hold |
1,645
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $90.1K | Hold |
1,645
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $86.7K | Hold |
1,645
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $84.1K | Hold |
1,645
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $76.5K | Hold |
1,645
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $79K | Hold |
1,645
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $92.2K | Buy |
+1,645
| New | +$92.2K | ﹤0.01% | 499 |
|
|
2021
Q4 | – | Sell |
-1,645
| Closed | -$94.6K | – | 509 |
|
|
2021
Q3 | $94.6K | Hold |
1,645
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $96.1K | Buy |
+1,645
| New | +$96.1K | ﹤0.01% | 416 |
|