GPWA
Great Point 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
Q1 | $2.34M | Sell |
39,094
-144
| -0.4% | -$8.6K | 0.51% | 29 |
|
2024
Q4 | $2.55M | Sell |
39,238
-684
| -2% | -$44.5K | 0.56% | 29 |
|
2024
Q3 | $2.59M | Sell |
39,922
-369
| -0.9% | -$23.9K | 0.55% | 29 |
|
2024
Q2 | $2.42M | Sell |
40,291
-325
| -0.8% | -$19.5K | 0.55% | 31 |
|
2024
Q1 | $2.53M | Sell |
40,616
-740
| -2% | -$46.1K | 0.59% | 29 |
|
2023
Q4 | $2.47M | Sell |
41,356
-696
| -2% | -$41.5K | 0.64% | 31 |
|
2023
Q3 | $2.21M | Buy |
42,052
+284
| +0.7% | +$14.9K | 0.66% | 31 |
|
2023
Q2 | $2.29M | Sell |
41,768
-4,635
| -10% | -$254K | 0.69% | 32 |
|
2023
Q1 | $2.45M | Sell |
46,403
-828
| -2% | -$43.6K | 0.77% | 31 |
|
2022
Q4 | $2.42M | Sell |
47,231
-6,194
| -12% | -$317K | 0.81% | 30 |
|
2022
Q3 | $2.49M | Sell |
53,425
-28,310
| -35% | -$1.32M | 0.93% | 27 |
|
2022
Q2 | $3.92M | Buy |
+81,735
| New | +$3.92M | 1.39% | 23 |
|