BWP
BSW Wealth Partners’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 | $209K | Buy |
+3,282
| New | +$209K | 0.03% | 303 |
|
|
2025
Q1 | – | Sell |
-3,282
| Closed | -$214K | – | 315 |
|
|
2024
Q4 | $214K | Hold |
3,282
| – | – | 0.03% | 289 |
|
|
2024
Q3 | $213K | Buy |
+3,282
| New | +$213K | 0.03% | 276 |
|
|
2024
Q2 | – | Sell |
-3,282
| Closed | -$205K | – | 300 |
|
|
2024
Q1 | $205K | Buy |
+3,282
| New | +$205K | 0.03% | 282 |
|