WFA
Websterrogers Financial 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 | $832K | Buy |
13,065
+1
| +0% | +$64 | 0.26% | 44 |
|
|
2025
Q1 | $781K | Sell |
13,064
-132
| -1% | -$7.89K | 0.27% | 44 |
|
|
2024
Q4 | $859K | Sell |
13,196
-80
| -0.6% | -$5.21K | 0.3% | 43 |
|
|
2024
Q3 | $861K | Sell |
13,276
-1,685
| -11% | -$109K | 0.3% | 42 |
|
|
2024
Q2 | $899K | Sell |
14,961
-2,450
| -14% | -$147K | 0.32% | 41 |
|
|
2024
Q1 | $1.09M | Sell |
17,411
-866
| -5% | -$54K | 0.39% | 41 |
|
|
2023
Q4 | $1.09M | Sell |
18,277
-102
| -0.6% | -$6.08K | 0.45% | 31 |
|
|
2023
Q3 | $965K | Sell |
18,379
-146
| -0.8% | -$7.66K | 0.42% | 35 |
|
|
2023
Q2 | $1.02M | Sell |
18,525
-895
| -5% | -$49K | 0.44% | 33 |
|
|
2023
Q1 | $1.02M | Sell |
19,420
-540
| -3% | -$28.5K | 0.47% | 32 |
|
|
2022
Q4 | $1.02M | Sell |
19,960
-21
| -0.1% | -$1.07K | 0.49% | 32 |
|
|
2022
Q3 | $930K | Buy |
19,981
+730
| +4% | +$34K | 0.49% | 24 |
|
|
2022
Q2 | $924K | Sell |
19,251
-2,862
| -13% | -$137K | 0.45% | 25 |
|
|
2022
Q1 | $1.25M | Buy |
22,113
+1,807
| +9% | +$102K | 0.64% | 26 |
|
|
2021
Q4 | $1.22M | Sell |
20,306
-3,232
| -14% | -$194K | 0.28% | 35 |
|
|
2021
Q3 | $1.35M | Sell |
23,538
-956
| -4% | -$55K | 0.31% | 29 |
|
|
2021
Q2 | $1.34M | Buy |
+24,494
| New | +$1.34M | 0.32% | 29 |
|