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Meriwether Wealth & Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Meriwether Wealth & Planning’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.9M Sell
76,882
-32,693
-30% -$2.08M 3.07% 6
2025
Q1 		$6.55M Buy
109,575
+18,303
+20% +$1.09M 4.27% 4
2024
Q4 		$5.94M Buy
+91,272
New +$5.94M 4.23% 5