RWM
RKL 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 | $284K | Hold |
4,453
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $266K | Hold |
4,453
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $290K | Hold |
4,453
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $289K | Hold |
4,453
| – | – | 0.03% | 131 |
|
|
2024
Q2 | $268K | Sell |
4,453
-192
| -4% | -$11.5K | 0.03% | 126 |
|
|
2024
Q1 | $290K | Hold |
4,645
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $277K | Hold |
4,645
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $244K | Hold |
4,645
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $255K | Hold |
4,645
| – | – | 0.03% | 119 |
|
|
2023
Q1 | $245K | Hold |
4,645
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $238K | Hold |
4,645
| – | – | 0.03% | 121 |
|
|
2022
Q3 | $216K | Hold |
4,645
| – | – | 0.03% | 124 |
|
|
2022
Q2 | $223K | Hold |
4,645
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $260K | Hold |
4,645
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $279K | Hold |
4,645
| – | – | 0.03% | 109 |
|
|
2021
Q3 | $267K | Buy |
+4,645
| New | +$267K | 0.03% | 111 |
|