QWM
Quadcap 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 | $2.19M | Sell |
34,323
-807
| -2% | -$51.4K | 0.28% | 71 |
|
|
2025
Q1 | $2.1M | Sell |
35,130
-7,488
| -18% | -$447K | 0.3% | 69 |
|
|
2024
Q4 | $2.77M | Sell |
42,618
-42
| -0.1% | -$2.73K | 0.41% | 47 |
|
|
2024
Q3 | $2.77M | Buy |
42,660
+3,860
| +10% | +$250K | 0.43% | 46 |
|
|
2024
Q2 | $2.33M | Sell |
38,800
-5,404
| -12% | -$325K | 0.42% | 48 |
|
|
2024
Q1 | $2.76M | Buy |
44,204
+38,617
| +691% | +$2.41M | 0.63% | 30 |
|
|
2023
Q4 | $333K | Buy |
+5,587
| New | +$333K | 0.09% | 258 |
|