GWM
GDS 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 | $261K | Hold |
4,099
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $245K | Hold |
4,099
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $267K | Hold |
4,099
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $266K | Hold |
4,099
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $246K | Buy |
4,099
+427
| +12% | +$25.7K | 0.03% | 116 |
|
|
2024
Q1 | $229K | Hold |
3,672
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $219K | Sell |
3,672
-271
| -7% | -$16.2K | 0.03% | 122 |
|
|
2023
Q3 | $207K | Buy |
3,943
+52
| +1% | +$2.73K | 0.03% | 118 |
|
|
2023
Q2 | $213K | Sell |
3,891
-9
| -0.2% | -$493 | 0.03% | 118 |
|
|
2023
Q1 | $206K | Buy |
+3,900
| New | +$206K | 0.04% | 108 |
|