PIWA
Prevail Innovative Wealth Advisors’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 | $1.83M | Buy |
28,682
+4,295
| +18% | +$274K | 0.41% | 77 |
|
|
2025
Q1 | $1.46M | Buy |
24,387
+5,792
| +31% | +$346K | 0.39% | 85 |
|
|
2024
Q4 | $1.21M | Buy |
18,595
+3,999
| +27% | +$260K | 0.35% | 87 |
|
|
2024
Q3 | $947K | Buy |
14,596
+495
| +4% | +$32.1K | 0.29% | 103 |
|
|
2024
Q2 | $847K | Buy |
14,101
+1,753
| +14% | +$105K | 0.3% | 94 |
|
|
2024
Q1 | $770K | Buy |
12,348
+1,138
| +10% | +$70.9K | 0.29% | 103 |
|
|
2023
Q4 | $668K | Buy |
11,210
+670
| +6% | +$39.9K | 0.32% | 86 |
|
|
2023
Q3 | $553K | Buy |
+10,540
| New | +$553K | 0.29% | 79 |
|