VWA
Valued 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
4,561
-7,329
| -62% | -$467K | 0.15% | 33 |
|
|
2025
Q1 | $710K | Buy |
11,890
+6,279
| +112% | +$375K | 0.43% | 22 |
|
|
2024
Q4 | $365K | Buy |
5,611
+980
| +21% | +$63.8K | 0.23% | 28 |
|
|
2024
Q3 | $300K | Buy |
4,631
+3,223
| +229% | +$209K | 0.19% | 31 |
|
|
2024
Q2 | $84.6K | Buy |
1,408
+3
| +0.2% | +$180 | 0.06% | 50 |
|
|
2024
Q1 | $87.6K | Buy |
1,405
+507
| +56% | +$31.6K | 0.06% | 43 |
|
|
2023
Q4 | $47.1K | Buy |
+898
| New | +$47.1K | 0.04% | 50 |
|