SW
StrongBox Wealth’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 | $2.36M | Buy |
36,988
+1,039
| +3% | +$66.2K | 0.89% | 32 |
|
|
2025
Q1 | $2.15M | Buy |
35,949
+2,028
| +6% | +$121K | 0.9% | 33 |
|
|
2024
Q4 | $2.21M | Buy |
33,921
+5,692
| +20% | +$370K | 0.93% | 32 |
|
|
2024
Q3 | $1.83M | Buy |
28,229
+9,145
| +48% | +$593K | 0.78% | 36 |
|
|
2024
Q2 | $1.15M | Buy |
+19,084
| New | +$1.15M | 0.54% | 43 |
|