EWM
Evermay 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 | – | Sell |
-233
| Closed | -$15.2K | – | 586 |
|
|
2024
Q4 | $15.2K | Hold |
233
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $15.1K | Sell |
233
-216
| -48% | -$14K | ﹤0.01% | 415 |
|
|
2024
Q2 | $27K | Sell |
449
-15
| -3% | -$901 | ﹤0.01% | 390 |
|
|
2024
Q1 | $28.9K | Hold |
464
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $27.7K | Hold |
464
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $24.4K | Hold |
464
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $25.4K | Hold |
464
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $24.5K | Hold |
464
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $23.7K | Hold |
464
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $22K | Hold |
464
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $22K | Hold |
464
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $26K | Hold |
464
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $28K | Hold |
464
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $27K | Hold |
464
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $27K | Buy |
+464
| New | +$27K | 0.01% | 334 |
|