SWA
DFAS icon

ShankerValleau 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
Q2
Sell
-4,556
Closed -$255K 17
2022
Q1
$255K Sell
4,556
-1,127
-20% -$63.1K 0.15% 12
2021
Q4
$341K Buy
+5,683
New +$341K 0.2% 10