DFA
DHK Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
60,367
+260
| +0.4% | +$11.1K | 1.48% | 12 |
|
|
2025
Q1 | $2.45M | Buy |
60,107
+220
| +0.4% | +$8.97K | 1.34% | 16 |
|
|
2024
Q4 | $2.69M | Buy |
59,887
+369
| +0.6% | +$16.6K | 1.63% | 11 |
|
|
2024
Q3 | $2.71M | Buy |
59,518
+259
| +0.4% | +$11.8K | 1.66% | 14 |
|
|
2024
Q2 | $2.46M | Hold |
59,259
| – | – | 1.72% | 11 |
|
|
2024
Q1 | $2.55M | Buy |
+59,259
| New | +$2.55M | 1.81% | 13 |
|