NWM
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Navigoe Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Navigoe Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.48M Sell
101,706
-37,208
-27% -$2.37M 4.89% 6
2025
Q1 		$8.3M Sell
138,914
-27,408
-16% -$1.64M 7.19% 5
2024
Q4 		$10.8M Buy
+166,322
New +$10.8M 10.57% 4