SVWAG
DFAS icon

Sound View Wealth Advisors Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Sound View Wealth Advisors Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,112
Closed -$203K – 416
2024
Q4 		$203K Hold
3,112
– – 0.02% 402
2024
Q3 		$202K Buy
+3,112
New +$202K 0.02% 399