BWM
Birchcreek 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 | $3.83M | Buy |
60,192
+7,293
| +14% | +$465K | 2.17% | 10 |
|
|
2025
Q1 | $3.16M | Buy |
52,899
+9,501
| +22% | +$568K | 1.99% | 10 |
|
|
2024
Q4 | $2.82M | Buy |
43,398
+12,712
| +41% | +$827K | 1.77% | 13 |
|
|
2024
Q3 | $1.99M | Buy |
30,686
+25,627
| +507% | +$1.66M | 1.3% | 15 |
|
|
2024
Q2 | $304K | Sell |
5,059
-6,195
| -55% | -$372K | 0.17% | 112 |
|
|
2024
Q1 | $702K | Sell |
11,254
-123
| -1% | -$7.67K | 0.37% | 62 |
|
|
2023
Q4 | $678K | Sell |
11,377
-445
| -4% | -$26.5K | 0.41% | 60 |
|
|
2023
Q3 | $621K | Buy |
11,822
+6,011
| +103% | +$316K | 0.42% | 58 |
|
|
2023
Q2 | $318K | Buy |
+5,811
| New | +$318K | 0.22% | 104 |
|