SWG
Summit Wealth 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 | $10M | Buy |
156,885
+2,901
| +2% | +$185K | 2.57% | 12 |
|
|
2025
Q1 | $9.2M | Buy |
153,984
+7,249
| +5% | +$433K | 2.69% | 12 |
|
|
2024
Q4 | $9.55M | Buy |
146,735
+5,716
| +4% | +$372K | 2.77% | 11 |
|
|
2024
Q3 | $9.15M | Buy |
141,019
+130,436
| +1,233% | +$8.46M | 2.64% | 11 |
|
|
2024
Q2 | $636K | Buy |
+10,583
| New | +$636K | 0.19% | 47 |
|