Abacus Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Hold |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $936K | Hold |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $705K | Hold |
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|
2023
Q2 | $736K | Hold |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $2.51M | Sell |
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|
2021
Q3 | $2.44M | Sell |
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|
2021
Q2 | $2.5M | Buy |
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