CWM
Cahill 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
Q1 | $2.62M | Buy |
43,817
+22,403
| +105% | +$1.34M | 1.33% | 15 |
|
|
2024
Q4 | $1.39M | Buy |
21,414
+2,808
| +15% | +$183K | 0.71% | 23 |
|
|
2024
Q3 | $1.21M | Sell |
18,606
-223
| -1% | -$14.5K | 0.62% | 24 |
|
|
2024
Q2 | $1.13M | Buy |
18,829
+2,928
| +18% | +$176K | 0.67% | 22 |
|
|
2024
Q1 | $991K | Buy |
15,901
+133
| +0.8% | +$8.29K | 0.58% | 24 |
|
|
2023
Q4 | $940K | Buy |
15,768
+1,481
| +10% | +$88.3K | 0.63% | 23 |
|
|
2023
Q3 | $750K | Sell |
14,287
-454
| -3% | -$23.8K | 0.58% | 26 |
|
|
2023
Q2 | $808K | Buy |
14,741
+191
| +1% | +$10.5K | 0.56% | 27 |
|
|
2023
Q1 | $767K | Buy |
14,550
+1
| +0% | +$53 | 0.57% | 26 |
|
|
2022
Q4 | $825K | Buy |
+14,549
| New | +$825K | 0.6% | 27 |
|