MWM
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Mattern Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Mattern Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,681
Closed -$581K – 161
2021
Q4 		$581K Buy
+9,681
New +$585K 0.17% 103

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RCG
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MRWM
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Mattern Wealth Management's DFAS Position: Q1 2022 in Review

Mattern Wealth Management sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q1 2022, closing a stake of 9,681 shares — an estimated $581K sold.

Mattern Wealth Management first reported a position in DFAS in Q4 2021 and held it in 1 quarter. The position peaked at $581K in Q4 2021. 320 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Mattern Wealth Management reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 9,681 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2022, an estimated $581K.
  • Mattern Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and held it in 1 quarter.
  • Mattern Wealth Management's U.S. Small Cap Portfolio ETF Class Shares position peaked at $581K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.