FWM
FMB 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 | $4.2M | Sell |
66,001
-1,206
| -2% | -$76.8K | 2% | 16 |
|
|
2025
Q1 | $4.02M | Sell |
67,207
-1,710
| -2% | -$102K | 2.22% | 14 |
|
|
2024
Q4 | $4.49M | Sell |
68,917
-616
| -0.9% | -$40.1K | 2.53% | 11 |
|
|
2024
Q3 | $4.51M | Sell |
69,533
-438
| -0.6% | -$28.4K | 2.55% | 10 |
|
|
2024
Q2 | $4.2M | Sell |
69,971
-1,759
| -2% | -$106K | 3.2% | 8 |
|
|
2024
Q1 | $4.47M | Sell |
71,730
-1,975
| -3% | -$123K | 3.57% | 9 |
|
|
2023
Q4 | $4.39M | Sell |
73,705
-1,687
| -2% | -$101K | 4.02% | 7 |
|
|
2023
Q3 | $3.96M | Sell |
75,392
-371
| -0.5% | -$19.5K | 4.25% | 7 |
|
|
2023
Q2 | $4.15M | Sell |
75,763
-996
| -1% | -$54.6K | 4.41% | 6 |
|
|
2023
Q1 | $4.05M | Buy |
76,759
+1,844
| +2% | +$97.2K | 4.83% | 5 |
|
|
2022
Q4 | $3.83M | Buy |
+74,915
| New | +$3.83M | 4.93% | 5 |
|