BP
BWM Planning’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 | $4.08M | Sell |
64,000
-78,870
| -55% | -$5.02M | 1.4% | 20 |
|
|
2025
Q1 | $8.54M | Buy |
142,870
+5,262
| +4% | +$314K | 3.61% | 9 |
|
|
2024
Q4 | $8.96M | Sell |
137,608
-6,192
| -4% | -$403K | 3.9% | 9 |
|
|
2024
Q3 | $9.33M | Buy |
+143,800
| New | +$9.33M | 4.14% | 7 |
|