RLWM
RF&L 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 | $5.84M | Sell |
91,725
-4,680
| -5% | -$298K | 3.77% | 6 |
|
|
2025
Q1 | $5.76M | Buy |
96,405
+2,183
| +2% | +$130K | 4.12% | 7 |
|
|
2024
Q4 | $6.13M | Sell |
94,222
-103
| -0.1% | -$6.7K | 4.34% | 7 |
|
|
2024
Q3 | $6.12M | Sell |
94,325
-325
| -0.3% | -$21.1K | 4.33% | 7 |
|
|
2024
Q2 | $5.69M | Buy |
94,650
+10
| +0% | +$601 | 4.33% | 7 |
|
|
2024
Q1 | $5.9M | Sell |
94,640
-5,363
| -5% | -$334K | 4.54% | 7 |
|
|
2023
Q4 | $5.96M | Buy |
100,003
+816
| +0.8% | +$48.7K | 4.96% | 7 |
|
|
2023
Q3 | $5.21M | Buy |
99,187
+398
| +0.4% | +$20.9K | 4.83% | 7 |
|
|
2023
Q2 | $5.41M | Buy |
98,789
+9
| +0% | +$493 | 4.94% | 7 |
|
|
2023
Q1 | $5.21M | Sell |
98,780
-120
| -0.1% | -$6.32K | 5.05% | 7 |
|
|
2022
Q4 | $5.06M | Buy |
+98,900
| New | +$5.06M | 5.21% | 6 |
|