DWM
Dopkins 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
Q2 | $2.81M | Sell |
44,057
-1,521
| -3% | -$96.9K | 1.26% | 18 |
|
|
2025
Q1 | $2.72M | Sell |
45,578
-1,677
| -4% | -$100K | 1.38% | 15 |
|
|
2024
Q4 | $3.08M | Buy |
47,255
+17,209
| +57% | +$1.12M | 1.57% | 14 |
|
|
2024
Q3 | $1.95M | Sell |
30,046
-21,820
| -42% | -$1.42M | 1.57% | 14 |
|
|
2024
Q2 | $3.12M | Sell |
51,866
-2,042
| -4% | -$123K | 1.89% | 13 |
|
|
2024
Q1 | $3.36M | Sell |
53,908
-2,134
| -4% | -$133K | 2.02% | 12 |
|
|
2023
Q4 | $3.34M | Sell |
56,042
-2,669
| -5% | -$159K | 2.6% | 12 |
|
|
2023
Q3 | $3.08M | Buy |
58,711
+335
| +0.6% | +$17.6K | 2.33% | 12 |
|
|
2023
Q2 | $3.2M | Buy |
58,376
+366
| +0.6% | +$20.1K | 2.85% | 12 |
|
|
2023
Q1 | $3.06M | Buy |
58,010
+18
| +0% | +$949 | 2.86% | 12 |
|
|
2022
Q4 | $2.97M | Buy |
57,992
+448
| +0.8% | +$22.9K | 2.61% | 10 |
|
|
2022
Q3 | $2.68M | Sell |
57,544
-2,813
| -5% | -$131K | 3% | 7 |
|
|
2022
Q2 | $2.9M | Buy |
60,357
+2,011
| +3% | +$96.5K | 3.13% | 7 |
|
|
2022
Q1 | $3.27M | Sell |
58,346
-2,254
| -4% | -$126K | 3.55% | 6 |
|
|
2021
Q4 | $3.64M | Buy |
+60,600
| New | +$3.64M | 3.59% | 7 |
|