RWM
Ruedi 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 | $6.79M | Sell |
106,501
-16,194
| -13% | -$1.03M | 2.01% | 12 |
|
|
2025
Q1 | $7.33M | Sell |
122,695
-1,867
| -1% | -$112K | 2.29% | 12 |
|
|
2024
Q4 | $8.11M | Buy |
124,562
+7,886
| +7% | +$513K | 2.56% | 11 |
|
|
2024
Q3 | $7.57M | Buy |
116,676
+2,827
| +2% | +$183K | 2.6% | 12 |
|
|
2024
Q2 | $6.84M | Buy |
113,849
+10,171
| +10% | +$611K | 2.69% | 11 |
|
|
2024
Q1 | $6.46M | Buy |
103,678
+1,611
| +2% | +$100K | 2.72% | 11 |
|
|
2023
Q4 | $6.09M | Buy |
102,067
+7,288
| +8% | +$435K | 2.87% | 10 |
|
|
2023
Q3 | $4.97M | Buy |
94,779
+5,040
| +6% | +$265K | 2.85% | 9 |
|
|
2023
Q2 | $4.92M | Sell |
89,739
-2,632
| -3% | -$144K | 2.89% | 9 |
|
|
2023
Q1 | $4.87M | Sell |
92,371
-1,075
| -1% | -$56.7K | 3.13% | 8 |
|
|
2022
Q4 | $4.78M | Buy |
+93,446
| New | +$4.78M | 3.37% | 8 |
|