IPW
IronBridge Private Wealth’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 |
-57,021
| Closed | -$3.71M | – | 55 |
|
|
2024
Q4 | $3.71M | Sell |
57,021
-1,615
| -3% | -$105K | 1.36% | 23 |
|
|
2024
Q3 | $3.8M | Buy |
58,636
+794
| +1% | +$51.5K | 1.42% | 23 |
|
|
2024
Q2 | $3.48M | Sell |
57,842
-369
| -0.6% | -$22.2K | 1.3% | 26 |
|
|
2024
Q1 | $3.63M | Buy |
+58,211
| New | +$3.63M | 1.5% | 24 |
|