WRPWM
Werba Rubin Papier 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 | $803K | Sell |
12,601
-59
| -0.5% | -$3.76K | 0.15% | 83 |
|
|
2025
Q1 | $756K | Sell |
12,660
-78
| -0.6% | -$4.66K | 0.16% | 79 |
|
|
2024
Q4 | $829K | Sell |
12,738
-14
| -0.1% | -$911 | 0.2% | 71 |
|
|
2024
Q3 | $827K | Sell |
12,752
-67
| -0.5% | -$4.35K | 0.19% | 73 |
|
|
2024
Q2 | $770K | Buy |
12,819
+519
| +4% | +$31.2K | 0.21% | 68 |
|
|
2024
Q1 | $767K | Buy |
12,300
+8
| +0.1% | +$499 | 0.22% | 57 |
|
|
2023
Q4 | $733K | Sell |
12,292
-18
| -0.1% | -$1.07K | 0.25% | 45 |
|
|
2023
Q3 | $646K | Sell |
12,310
-2,954
| -19% | -$155K | 0.23% | 51 |
|
|
2023
Q2 | $836K | Sell |
15,264
-68
| -0.4% | -$3.73K | 0.29% | 41 |
|
|
2023
Q1 | $808K | Buy |
15,332
+4,477
| +41% | +$236K | 0.32% | 42 |
|
|
2022
Q4 | $555K | Buy |
+10,855
| New | +$555K | 0.23% | 47 |
|