MSWM
McGlone Suttner 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 | $12.7M | Buy |
199,638
+5,296
| +3% | +$337K | 1.92% | 11 |
|
|
2025
Q1 | $11.6M | Buy |
194,342
+3,613
| +2% | +$216K | 1.91% | 11 |
|
|
2024
Q4 | $12.4M | Buy |
190,729
+49,688
| +35% | +$3.23M | 2.07% | 10 |
|
|
2024
Q3 | $9.15M | Sell |
141,041
-38,087
| -21% | -$2.47M | 1.9% | 10 |
|
|
2024
Q2 | $10.7M | Buy |
179,128
+6,334
| +4% | +$378K | 2.19% | 9 |
|
|
2024
Q1 | $10.8M | Sell |
172,794
-6,334
| -4% | -$395K | 2.02% | 10 |
|
|
2023
Q4 | $10.7M | Buy |
179,128
+2,644
| +1% | +$158K | 2.11% | 9 |
|
|
2023
Q3 | $9.26M | Buy |
176,484
+9,943
| +6% | +$522K | 2.15% | 9 |
|
|
2023
Q2 | $9.13M | Buy |
166,541
+26,344
| +19% | +$1.44M | 2.08% | 10 |
|
|
2023
Q1 | $7.39M | Buy |
140,197
+45,450
| +48% | +$2.4M | 1.9% | 11 |
|
|
2022
Q4 | $4.85M | Buy |
+94,747
| New | +$4.85M | 1.54% | 13 |
|