B
BetterWealth’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,295
| Closed | -$930K | – | 65 |
|
|
2024
Q4 | $930K | Buy |
14,295
+28
| +0.2% | +$1.82K | 0.26% | 32 |
|
|
2024
Q3 | $925K | Buy |
14,267
+26
| +0.2% | +$1.69K | 0.27% | 27 |
|
|
2024
Q2 | $856K | Sell |
14,241
-131
| -0.9% | -$7.87K | 0.27% | 27 |
|
|
2024
Q1 | $896K | Sell |
14,372
-1,834
| -11% | -$114K | 0.29% | 28 |
|
|
2023
Q4 | $966K | Sell |
16,206
-313
| -2% | -$18.7K | 0.33% | 27 |
|
|
2023
Q3 | $867K | Buy |
16,519
+37
| +0.2% | +$1.94K | 0.35% | 23 |
|
|
2023
Q2 | $903K | Sell |
16,482
-1,110
| -6% | -$60.8K | 0.35% | 22 |
|
|
2023
Q1 | $927K | Buy |
17,592
+27
| +0.2% | +$1.42K | 0.38% | 21 |
|
|
2022
Q4 | $898K | Sell |
17,565
-3,729
| -18% | -$191K | 0.4% | 17 |
|
|
2022
Q3 | $991K | Sell |
21,294
-1,260
| -6% | -$58.6K | 0.51% | 18 |
|
|
2022
Q2 | $1.08M | Buy |
+22,554
| New | +$1.08M | 0.53% | 17 |
|
|
2022
Q1 | – | Sell |
-47,787
| Closed | -$2.87M | – | 39 |
|
|
2021
Q4 | $2.87M | Buy |
+47,787
| New | +$2.87M | 2.01% | 9 |
|