IFWM
Institute for 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 | $1.12M | Hold |
17,625
| – | – | 0.13% | 171 |
|
|
2025
Q1 | $1.05M | Hold |
17,625
| – | – | 0.14% | 173 |
|
|
2024
Q4 | $1.15M | Hold |
17,625
| – | – | 0.14% | 148 |
|
|
2024
Q3 | $1.14M | Hold |
17,625
| – | – | 0.14% | 151 |
|
|
2024
Q2 | $1.06M | Hold |
17,625
| – | – | 0.14% | 158 |
|
|
2024
Q1 | $1.1M | Buy |
17,625
+5,221
| +42% | +$325K | 0.14% | 153 |
|
|
2023
Q4 | $740K | Hold |
12,404
| – | – | 0.12% | 201 |
|
|
2023
Q3 | $651K | Hold |
12,404
| – | – | 0.12% | 205 |
|
|
2023
Q2 | $680K | Hold |
12,404
| – | – | 0.11% | 200 |
|
|
2023
Q1 | $654K | Hold |
12,404
| – | – | 0.12% | 203 |
|
|
2022
Q4 | $634K | Hold |
12,404
| – | – | 0.13% | 208 |
|
|
2022
Q3 | $577K | Hold |
12,404
| – | – | 0.13% | 205 |
|
|
2022
Q2 | $595K | Hold |
12,404
| – | – | 0.12% | 227 |
|
|
2022
Q1 | $695K | Hold |
12,404
| – | – | 0.11% | 222 |
|
|
2021
Q4 | $744K | Hold |
12,404
| – | – | 0.12% | 205 |
|
|
2021
Q3 | $713K | Hold |
12,404
| – | – | 0.13% | 199 |
|
|
2021
Q2 | $724K | Buy |
+12,404
| New | +$724K | 0.13% | 196 |
|