EWA
EverSource 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 | $5.72M | Buy |
89,836
+9,048
| +11% | +$576K | 0.26% | 87 |
|
|
2025
Q1 | $4.83M | Buy |
80,788
+9,139
| +13% | +$546K | 0.27% | 84 |
|
|
2024
Q4 | $4.66M | Buy |
71,649
+12,977
| +22% | +$845K | 0.26% | 84 |
|
|
2024
Q3 | $3.81M | Sell |
58,672
-7,127
| -11% | -$462K | 0.24% | 92 |
|
|
2024
Q2 | $4.3M | Buy |
65,799
+12,200
| +23% | +$797K | 0.29% | 76 |
|
|
2024
Q1 | $3.14M | Buy |
53,599
+9,645
| +22% | +$565K | 0.25% | 93 |
|
|
2023
Q4 | $2.62M | Buy |
43,954
+15,013
| +52% | +$895K | 0.24% | 92 |
|
|
2023
Q3 | $1.52M | Buy |
28,941
+4,095
| +16% | +$215K | 0.16% | 127 |
|
|
2023
Q2 | $1.36M | Buy |
24,846
+104
| +0.4% | +$5.7K | 0.15% | 129 |
|
|
2023
Q1 | $1.3M | Hold |
24,742
| – | – | 0.16% | 117 |
|
|
2022
Q4 | $1.27M | Sell |
24,742
-101
| -0.4% | -$5.17K | 0.19% | 100 |
|
|
2022
Q3 | $1.16M | Buy |
24,843
+4,624
| +23% | +$215K | 0.26% | 72 |
|
|
2022
Q2 | $971K | Sell |
20,219
-1,594
| -7% | -$76.6K | 0.25% | 75 |
|
|
2022
Q1 | $1.22M | Buy |
21,813
+1,796
| +9% | +$101K | 0.31% | 59 |
|
|
2021
Q4 | $1.2M | Buy |
+20,017
| New | +$1.2M | 0.34% | 50 |
|