M Wealth Management LLC’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Sell	37,635 -2,199	-6%	-$140K	2.21%	11
2025 Q1	$2.38M	Sell	39,834 -10,696	-21%	-$639K	2.22%	11
2024 Q4	$3.29M	Buy	+50,530	New	+$3.29M	3%	9