SWMG
Signature Wealth Management Group’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 | $315K | Sell |
4,952
-739
| -13% | -$47.1K | 0.12% | 99 |
|
|
2025
Q1 | $340K | Sell |
5,691
-541
| -9% | -$32.3K | 0.13% | 97 |
|
|
2024
Q4 | $406K | Buy |
6,232
+2,905
| +87% | +$189K | 0.16% | 92 |
|
|
2024
Q3 | $216K | Buy |
+3,327
| New | +$216K | 0.09% | 103 |
|
|
2024
Q1 | – | Sell |
-9,782
| Closed | -$583K | – | 103 |
|
|
2023
Q4 | $583K | Buy |
+9,782
| New | +$583K | 0.27% | 79 |
|