SWM
Sterling 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 | $10.9M | Buy |
+171,771
| New | +$10.9M | 3.73% | 9 |
|
|
2024
Q4 | $11M | Buy |
169,528
+7,045
| +4% | +$458K | 4.07% | 7 |
|
|
2024
Q3 | $10.5M | Buy |
162,483
+31,370
| +24% | +$2.03M | 3.93% | 6 |
|
|
2024
Q2 | $7.88M | Buy |
131,113
+10,445
| +9% | +$628K | 3.74% | 8 |
|
|
2024
Q1 | $7.52M | Buy |
120,668
+5,696
| +5% | +$355K | 3.74% | 9 |
|
|
2023
Q4 | $6.85M | Buy |
+114,972
| New | +$6.85M | 3.86% | 9 |
|