GWANC
Guardian Wealth Advisors (North Carolina)’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 | $63.7K | Hold |
1,000
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $59.8K | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $65.1K | Hold |
1,000
| – | – | 0.01% | 354 |
|
|
2024
Q3 | $64.9K | Hold |
1,000
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $60.1K | Hold |
1,000
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $62.3K | Hold |
1,000
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $59.6K | Hold |
1,000
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $52.5K | Hold |
1,000
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $54.8K | Hold |
1,000
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $52.7K | Buy |
1,000
+141
| +16% | +$7.43K | 0.01% | 264 |
|
|
2022
Q4 | $43.9K | Hold |
859
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $40K | Hold |
859
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $41K | Buy |
+859
| New | +$41K | 0.01% | 245 |
|