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Accretive Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Accretive Wealth Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$451K Hold
6,343
– – 0.13% 127
2025
Q4 		$442K Hold
6,343
– – 0.13% 115
2025
Q3 		$434K Hold
6,343
– – 0.13% 114
2025
Q2 		$404K Sell
6,343
-1,116
-15% -$66.9K 0.13% 115
2025
Q1 		$440K Buy
7,459
+1,014
+16% +$65.2K 0.16% 109
2024
Q4 		$419K Hold
6,445
– – 0.18% 106
2024
Q3 		$418K Hold
6,445
– – 0.17% 108
2024
Q2 		$387K Hold
6,445
– – 0.16% 110
2024
Q1 		$387K Hold
6,445
– – 0.17% 112
2023
Q4 		$384K Sell
6,445
-90
-1% -$4.82K 0.18% 110
2023
Q3 		$343K Sell
6,535
-88
-1% -$4.85K 0.2% 101
2023
Q2 		$363K Buy
6,623
+300
+5% +$15.7K 0.22% 97
2023
Q1 		$333K Hold
6,323
– – 0.21% 101
2022
Q4 		$323K Buy
+6,323
New +$326K 0.22% 98

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