Private Wealth Management Group’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 | $38.5K | Hold |
605
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $36.1K | Hold |
605
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $39.4K | Hold |
605
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $39.2K | Hold |
605
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $36.3K | Hold |
605
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $37.7K | Hold |
605
| – | – | 0.02% | 191 |
|
|
2023
Q4 | $36.1K | Buy |
+605
| New | +$36.1K | 0.02% | 195 |
|