WP
Westmount 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 | $1.67M | Sell |
26,198
-957
| -4% | -$61K | 0.46% | 47 |
|
2025
Q1 | $1.62M | Sell |
27,155
-1,388
| -5% | -$82.9K | 0.49% | 47 |
|
2024
Q4 | $1.86M | Hold |
28,543
| – | – | 0.56% | 39 |
|
2024
Q3 | $1.85M | Sell |
28,543
-1,540
| -5% | -$99.9K | 0.56% | 39 |
|
2024
Q2 | $1.79M | Hold |
30,083
| – | – | 0.59% | 37 |
|
2024
Q1 | $1.88M | Hold |
30,083
| – | – | 0.67% | 34 |
|
2023
Q4 | $1.79M | Hold |
30,083
| – | – | 0.73% | 31 |
|
2023
Q3 | $1.58M | Sell |
30,083
-325
| -1% | -$17.1K | 0.7% | 33 |
|
2023
Q2 | $1.67M | Sell |
30,408
-772
| -2% | -$42.3K | 0.73% | 29 |
|
2023
Q1 | $1.64M | Hold |
31,180
| – | – | 0.76% | 27 |
|
2022
Q4 | $1.59M | Buy |
+31,180
| New | +$1.59M | 0.83% | 24 |
|