GWP
Gateway Wealth Partners’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 | $419K | Sell |
6,580
-1,549
| -19% | -$98.7K | 0.08% | 228 |
|
|
2025
Q1 | $486K | Hold |
8,129
| – | – | 0.11% | 183 |
|
|
2024
Q4 | $529K | Sell |
8,129
-344
| -4% | -$22.4K | 0.14% | 159 |
|
|
2024
Q3 | $550K | Sell |
8,473
-1,006
| -11% | -$65.2K | 0.15% | 147 |
|
|
2024
Q2 | $570K | Sell |
9,479
-2,037
| -18% | -$122K | 0.17% | 140 |
|
|
2024
Q1 | $718K | Buy |
11,516
+2,562
| +29% | +$160K | 0.26% | 91 |
|
|
2023
Q4 | $534K | Buy |
+8,954
| New | +$534K | 0.22% | 101 |
|