WKWM
Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
34,981
+6,954
| +25% | +$443K | 0.65% | 45 |
|
|
2025
Q1 | $1.67M | Buy |
28,027
+74
| +0.3% | +$4.42K | 0.5% | 51 |
|
|
2024
Q4 | $1.82M | Buy |
27,953
+28
| +0.1% | +$1.82K | 0.55% | 50 |
|
|
2024
Q3 | $1.81M | Buy |
27,925
+11,497
| +70% | +$746K | 0.55% | 53 |
|
|
2024
Q2 | $987K | Buy |
16,428
+3,699
| +29% | +$222K | 0.31% | 75 |
|
|
2024
Q1 | $794K | Buy |
12,729
+8,239
| +183% | +$514K | 0.26% | 79 |
|
|
2023
Q4 | $268K | Buy |
+4,490
| New | +$268K | 0.1% | 126 |
|