HWM
HFG 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
Q1 | – | Sell |
-7,765
| Closed | -$504K | – | 53 |
|
|
2024
Q4 | $504K | Sell |
7,765
-1,827
| -19% | -$119K | 0.33% | 30 |
|
|
2024
Q3 | $576K | Hold |
9,592
| – | – | 0.37% | 31 |
|
|
2024
Q2 | $576K | Sell |
9,592
-7,834
| -45% | -$471K | 0.37% | 31 |
|
|
2024
Q1 | $1.09M | Sell |
17,426
-78,158
| -82% | -$4.87M | 0.64% | 23 |
|
|
2023
Q4 | $5.7M | Buy |
+95,584
| New | +$5.7M | 1.4% | 19 |
|
|
2023
Q1 | $6.15M | Buy |
+116,640
| New | +$6.15M | 1.28% | 19 |
|