RWA
RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $375K | Sell |
8,051
-3,261
| -29% | -$152K | 0.06% | 53 |
|
|
2022
Q2 | $543K | Sell |
11,312
-4,280
| -27% | -$205K | 0.09% | 48 |
|
|
2022
Q1 | $874K | Buy |
15,592
+2,630
| +20% | +$147K | 0.14% | 42 |
|
|
2021
Q4 | $778K | Buy |
+12,962
| New | +$778K | 0.12% | 43 |
|