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Black Point Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Black Point Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,996
Closed -$651K – 18
2024
Q4 		$651K Buy
9,996
+358
+4% +$23.3K 0.75% 19
2024
Q3 		$625K Buy
9,638
+1,545
+19% +$100K 0.72% 19
2024
Q2 		$486K Buy
+8,093
New +$486K 0.5% 25