WWA
WCG 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 | $2.01M | Buy |
31,554
+2,062
| +7% | +$131K | 0.13% | 160 |
|
|
2025
Q1 | $1.76M | Buy |
29,492
+304
| +1% | +$18.2K | 0.13% | 154 |
|
|
2024
Q4 | $1.9M | Buy |
29,188
+3,695
| +14% | +$241K | 0.13% | 152 |
|
|
2024
Q3 | $1.65M | Buy |
25,493
+2,237
| +10% | +$145K | 0.11% | 171 |
|
|
2024
Q2 | $1.4M | Buy |
23,256
+2,114
| +10% | +$127K | 0.1% | 163 |
|
|
2024
Q1 | $1.32M | Sell |
21,142
-1,995
| -9% | -$124K | 0.11% | 161 |
|
|
2023
Q4 | $1.38M | Buy |
23,137
+3,752
| +19% | +$224K | 0.1% | 173 |
|
|
2023
Q3 | $1.11M | Buy |
+19,385
| New | +$1.11M | 0.08% | 190 |
|