TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.11M | Buy |
136,000
+5,671
| +4% | +$338K | 1.97% | 15 |
|
|
2023
Q3 | $6.84M | Buy |
130,329
+534
| +0.4% | +$28K | 1.83% | 17 |
|
|
2023
Q2 | $7.11M | Buy |
129,795
+4,012
| +3% | +$220K | 1.87% | 16 |
|
|
2023
Q1 | $6.63M | Buy |
125,783
+2,152
| +2% | +$113K | 1.82% | 17 |
|
|
2022
Q4 | $6.32M | Buy |
123,631
+16
| +0% | +$818 | 1.82% | 16 |
|
|
2022
Q3 | $5.75M | Buy |
+123,615
| New | +$5.75M | 1.76% | 19 |
|