LWMI
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Legacy Wealth Management (Idaho)’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
$9.37K Hold
147
﹤0.01% 322
2025
Q1
$8.78K Sell
147
-19
-11% -$1.14K 0.01% 349
2024
Q4
$11.1K Buy
+166
New +$11.1K 0.01% 268