LGWM
Litman Gregory 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 | $431K | Hold |
6,770
| – | – | 0.03% | 100 |
|
|
2025
Q1 | $405K | Hold |
6,770
| – | – | 0.03% | 101 |
|
|
2024
Q4 | $441K | Hold |
6,770
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $439K | Hold |
6,770
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $407K | Hold |
6,770
| – | – | 0.04% | 98 |
|
|
2024
Q1 | $422K | Hold |
6,770
| – | – | 0.04% | 93 |
|
|
2023
Q4 | $404K | Buy |
+6,770
| New | +$404K | 0.04% | 92 |
|