WFA
West 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 | $13.5M | Sell |
212,084
-20,758
| -9% | -$1.32M | 2.35% | 12 |
|
|
2025
Q1 | $13.9M | Buy |
232,842
+8,880
| +4% | +$531K | 2.64% | 10 |
|
|
2024
Q4 | $14.6M | Buy |
223,962
+1,373
| +0.6% | +$89.4K | 2.81% | 10 |
|
|
2024
Q3 | $14.4M | Buy |
222,589
+39,574
| +22% | +$2.57M | 2.78% | 9 |
|
|
2024
Q2 | $11M | Buy |
183,015
+4,091
| +2% | +$246K | 2.28% | 9 |
|
|
2024
Q1 | $11.2M | Buy |
178,924
+948
| +0.5% | +$59.1K | 2.39% | 9 |
|
|
2023
Q4 | $10.6M | Sell |
177,976
-5,450
| -3% | -$325K | 2.42% | 9 |
|
|
2023
Q3 | $9.63M | Buy |
183,426
+9,128
| +5% | +$479K | 2.42% | 10 |
|
|
2023
Q2 | $9.55M | Buy |
174,298
+8,554
| +5% | +$469K | 2.35% | 13 |
|
|
2023
Q1 | $8.73M | Buy |
165,744
+8,042
| +5% | +$424K | 2.29% | 14 |
|
|
2022
Q4 | $8.07M | Sell |
157,702
-2,527
| -2% | -$129K | 2.25% | 15 |
|
|
2022
Q3 | $7.45M | Buy |
160,229
+4,693
| +3% | +$218K | 2.23% | 12 |
|
|
2022
Q2 | $7.47M | Buy |
+155,536
| New | +$7.47M | 2.17% | 13 |
|