FMWA
Forvis Mazars 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 | $19.5M | Sell |
305,521
-12,238
| -4% | -$780K | 0.42% | 35 |
|
|
2025
Q1 | $19M | Sell |
317,759
-32,634
| -9% | -$1.95M | 0.46% | 38 |
|
|
2024
Q4 | $22.8M | Sell |
350,393
-6,616
| -2% | -$431K | 0.53% | 32 |
|
|
2024
Q3 | $23.2M | Sell |
357,009
-8,262
| -2% | -$536K | 0.53% | 34 |
|
|
2024
Q2 | $21.9M | Sell |
365,271
-9,657
| -3% | -$580K | 0.55% | 34 |
|
|
2024
Q1 | $23.4M | Sell |
374,928
-12,007
| -3% | -$749K | 0.59% | 32 |
|
|
2023
Q4 | $23.1M | Sell |
386,935
-59,982
| -13% | -$3.58M | 0.64% | 30 |
|
|
2023
Q3 | $23.5M | Sell |
446,917
-46,718
| -9% | -$2.45M | 0.71% | 26 |
|
|
2023
Q2 | $27.1M | Buy |
493,635
+17,481
| +4% | +$958K | 0.79% | 24 |
|
|
2023
Q1 | $25.1M | Sell |
476,154
-10,464
| -2% | -$551K | 0.82% | 23 |
|
|
2022
Q4 | $24.9M | Sell |
486,618
-17,063
| -3% | -$873K | 0.87% | 21 |
|
|
2022
Q3 | $23.4M | Sell |
503,681
-12,147
| -2% | -$565K | 0.95% | 18 |
|
|
2022
Q2 | $24.8M | Buy |
+515,828
| New | +$24.8M | 1% | 15 |
|