MWC
MBM Wealth Consultants’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 | $386K | Sell |
6,065
-443
| -7% | -$28.2K | 0.1% | 89 |
|
|
2025
Q1 | $389K | Sell |
6,508
-162
| -2% | -$9.68K | 0.11% | 80 |
|
|
2024
Q4 | $433K | Hold |
6,670
| – | – | 0.13% | 66 |
|
|
2024
Q3 | $433K | Hold |
6,670
| – | – | 0.14% | 65 |
|
|
2024
Q2 | $395K | Hold |
6,670
| – | – | 0.13% | 68 |
|
|
2024
Q1 | $416K | Hold |
6,670
| – | – | 0.15% | 65 |
|
|
2023
Q4 | $396K | Hold |
6,670
| – | – | 0.15% | 65 |
|
|
2023
Q3 | $340K | Hold |
6,670
| – | – | 0.15% | 67 |
|
|
2023
Q2 | $373K | Hold |
6,670
| – | – | 0.16% | 64 |
|
|
2023
Q1 | $352K | Hold |
6,670
| – | – | 0.14% | 65 |
|
|
2022
Q4 | $340K | Hold |
6,670
| – | – | 0.16% | 66 |
|
|
2022
Q3 | $320K | Hold |
6,670
| – | – | 0.15% | 63 |
|
|
2022
Q2 | $320K | Hold |
6,670
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $374K | Hold |
6,670
| – | – | 0.16% | 71 |
|
|
2021
Q4 | $400K | Hold |
6,670
| – | – | 0.17% | 69 |
|
|
2021
Q3 | $384K | Hold |
6,670
| – | – | 0.18% | 73 |
|
|
2021
Q2 | $390K | Buy |
+6,670
| New | +$390K | 0.18% | 75 |
|