AE Wealth Management’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 | $165K | Buy |
2,595
+771
| +42% | +$49.1K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $109K | Buy |
1,824
+544
| +43% | +$32.5K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $83.3K | Buy |
+1,280
| New | +$83.3K | ﹤0.01% | 1470 |
|
|
2023
Q3 | – | Sell |
-14,274
| Closed | -$782K | – | 1972 |
|
|
2023
Q2 | $782K | Buy |
+14,274
| New | +$782K | ﹤0.01% | 1178 |
|
|
2022
Q3 | – | Sell |
-4,941
| Closed | -$237K | – | 1770 |
|
|
2022
Q2 | $237K | Buy |
+4,941
| New | +$237K | ﹤0.01% | 1527 |
|
|
2022
Q1 | – | Sell |
-4,270
| Closed | -$256K | – | 1699 |
|
|
2021
Q4 | $256K | Buy |
+4,270
| New | +$256K | ﹤0.01% | 1508 |
|