WP
Wealthspan Partners’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 | $3.88M | Sell |
60,830
-920
| -1% | -$58.6K | 1.6% | 17 |
|
|
2025
Q1 | $3.69M | Buy |
61,750
+2,851
| +5% | +$170K | 1.7% | 16 |
|
|
2024
Q4 | $3.83M | Buy |
58,899
+5,415
| +10% | +$352K | 1.83% | 14 |
|
|
2024
Q3 | $3.47M | Buy |
53,484
+4,722
| +10% | +$306K | 1.71% | 15 |
|
|
2024
Q2 | $2.93M | Buy |
48,762
+13,195
| +37% | +$793K | 1.62% | 17 |
|
|
2024
Q1 | $2.22M | Buy |
35,567
+16,890
| +90% | +$1.05M | 1.31% | 18 |
|
|
2023
Q4 | $1.11M | Buy |
18,677
+9,395
| +101% | +$560K | 0.78% | 25 |
|
|
2023
Q3 | $487K | Buy |
+9,282
| New | +$487K | 0.38% | 46 |
|