SWM
Spire 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 | $8.48M | Sell |
133,117
-999
| -0.7% | -$63.6K | 0.3% | 66 |
|
|
2025
Q1 | $8.01M | Buy |
134,116
+3,799
| +3% | +$227K | 0.26% | 85 |
|
|
2024
Q4 | $8.48M | Buy |
130,317
+1,353
| +1% | +$88.1K | 0.26% | 84 |
|
|
2024
Q3 | $8.36M | Sell |
128,964
-1,905
| -1% | -$124K | 0.28% | 80 |
|
|
2024
Q2 | $7.86M | Sell |
130,869
-1,646
| -1% | -$98.9K | 0.28% | 80 |
|
|
2024
Q1 | $8.26M | Buy |
132,515
+1,788
| +1% | +$111K | 0.15% | 105 |
|
|
2023
Q4 | $7.54M | Sell |
130,727
-1,625
| -1% | -$93.8K | 0.25% | 83 |
|
|
2023
Q3 | $6.95M | Buy |
132,352
+351
| +0.3% | +$18.4K | 0.26% | 76 |
|
|
2023
Q2 | $7.23M | Sell |
132,001
-337
| -0.3% | -$18.5K | 0.27% | 76 |
|
|
2023
Q1 | $6.97M | Buy |
132,338
+19,703
| +17% | +$1.04M | 0.27% | 84 |
|
|
2022
Q4 | $5.76M | Buy |
112,635
+11,968
| +12% | +$612K | 0.32% | 72 |
|
|
2022
Q3 | $4.68M | Sell |
100,667
-34,801
| -26% | -$1.62M | 0.28% | 83 |
|
|
2022
Q2 | $6.5M | Buy |
+135,468
| New | +$6.5M | 0.27% | 98 |
|