DWS
Discipline Wealth Solutions’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 | $4.5M | Buy |
70,606
+8,401
| +14% | +$535K | 1.72% | 11 |
|
|
2025
Q1 | $3.72M | Sell |
62,205
-5,387
| -8% | -$322K | 1.77% | 11 |
|
|
2024
Q4 | $4.4M | Buy |
67,592
+7,877
| +13% | +$513K | 2.04% | 10 |
|
|
2024
Q3 | $3.87M | Buy |
59,715
+7,997
| +15% | +$519K | 2.04% | 10 |
|
|
2024
Q2 | $3.11M | Buy |
51,718
+8,407
| +19% | +$505K | 2.45% | 9 |
|
|
2024
Q1 | $2.67M | Buy |
43,311
+4,241
| +11% | +$262K | 2.48% | 9 |
|
|
2023
Q4 | $2.27M | Buy |
+39,070
| New | +$2.27M | 2.27% | 9 |
|