FWS
FinDec Wealth Services’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 | $229K | Sell |
3,599
-3,452
| -49% | -$220K | 0.24% | 31 |
|
|
2025
Q1 | $421K | Sell |
7,051
-39,048
| -85% | -$2.33M | 0.42% | 29 |
|
|
2024
Q4 | $3M | Sell |
46,099
-5,967
| -11% | -$388K | 2.08% | 17 |
|
|
2024
Q3 | $3.38M | Buy |
52,066
+494
| +1% | +$32K | 1.96% | 17 |
|
|
2024
Q2 | $3.1M | Sell |
51,572
-953
| -2% | -$57.3K | 1.96% | 17 |
|
|
2024
Q1 | $3.27M | Sell |
52,525
-368
| -0.7% | -$22.9K | 2.06% | 20 |
|
|
2023
Q4 | $3.15M | Sell |
52,893
-18,956
| -26% | -$1.13M | 2.11% | 20 |
|
|
2023
Q3 | $3.77M | Buy |
71,849
+587
| +0.8% | +$30.8K | 2.72% | 16 |
|
|
2023
Q2 | $3.91M | Buy |
71,262
+1,908
| +3% | +$105K | 2.73% | 16 |
|
|
2023
Q1 | $3.65M | Buy |
69,354
+1,705
| +3% | +$89.9K | 2.76% | 16 |
|
|
2022
Q4 | $3.46M | Buy |
+67,649
| New | +$3.46M | 2.86% | 15 |
|