SWM
Sanctuary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $464K | Sell |
7,129
-76
| -1% | -$4.95K | 0.31% | 30 |
|
|
2024
Q3 | $467K | Hold |
7,205
| – | – | 0.33% | 32 |
|
|
2024
Q2 | $433K | Sell |
7,205
-1,490
| -17% | -$89.5K | 0.33% | 32 |
|
|
2024
Q1 | $542K | Sell |
8,695
-1,124
| -11% | -$70.1K | 0.44% | 28 |
|
|
2023
Q4 | $585K | Buy |
9,819
+687
| +8% | +$41K | 0.57% | 23 |
|
|
2023
Q3 | $479K | Buy |
9,132
+2,389
| +35% | +$125K | 0.52% | 24 |
|
|
2023
Q2 | $370K | Buy |
+6,743
| New | +$370K | 0.39% | 26 |
|
|
2022
Q4 | $242K | Buy |
+4,734
| New | +$242K | 0.28% | 27 |
|