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Wingate Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Wingate Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
10,642
+3,234
+44% +$206K 0.6% 51
2025
Q1 		$443K Sell
7,408
-165
-2% -$9.86K 0.51% 57
2024
Q4 		$493K Buy
+7,573
New +$493K 0.48% 56