VWA
V Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,588
| Closed | -$471K | – | 166 |
|
|
2023
Q2 | $471K | Hold |
8,588
| – | – | 0.08% | 209 |
|
|
2023
Q1 | $453K | Hold |
8,588
| – | – | 0.08% | 207 |
|
|
2022
Q4 | $439K | Hold |
8,588
| – | – | 0.09% | 205 |
|
|
2022
Q3 | $400K | Hold |
8,588
| – | – | 0.08% | 232 |
|
|
2022
Q2 | $412K | Buy |
8,588
+4,294
| +100% | +$206K | 0.08% | 249 |
|
|
2022
Q1 | $241K | Hold |
4,294
| – | – | 0.04% | 384 |
|
|
2021
Q4 | $258K | Buy |
+4,294
| New | +$258K | 0.04% | 384 |
|