MWM
MBE 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 | $395K | Buy |
6,206
+110
| +2% | +$7.01K | 0.17% | 72 |
|
|
2025
Q1 | $364K | Buy |
6,096
+1,881
| +45% | +$112K | 0.17% | 72 |
|
|
2024
Q4 | $274K | Buy |
4,215
+10
| +0.2% | +$651 | 0.15% | 72 |
|
|
2024
Q3 | $273K | Sell |
4,205
-20
| -0.5% | -$1.3K | 0.15% | 73 |
|
|
2024
Q2 | $254K | Buy |
4,225
+81
| +2% | +$4.87K | 0.15% | 74 |
|
|
2024
Q1 | $258K | Buy |
4,144
+79
| +2% | +$4.92K | 0.16% | 71 |
|
|
2023
Q4 | $242K | Buy |
+4,065
| New | +$242K | 0.12% | 73 |
|