CWA
Cascade Wealth Advisors’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 | $5.32M | Sell |
82,582
-5,648
| -6% | -$364K | 3.01% | 14 |
|
|
2025
Q1 | $4.91M | Sell |
88,230
-49,077
| -36% | -$2.73M | 3.4% | 11 |
|
|
2024
Q4 | $8.94M | Sell |
137,307
-1,405
| -1% | -$91.4K | 6.05% | 5 |
|
|
2024
Q3 | $9M | Sell |
138,712
-2,503
| -2% | -$162K | 6.43% | 5 |
|
|
2024
Q2 | $9.04M | Buy |
141,215
+6,211
| +5% | +$398K | 6.69% | 3 |
|
|
2024
Q1 | $7.96M | Buy |
+135,004
| New | +$7.96M | 6.77% | 4 |
|