AE Wealth Management’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
$165K Buy
2025
Q1
$109K Buy
2024
Q4
$83.3K Buy
2023
Q3
Sell
2023
Q2
$782K Buy
2022
Q3
Sell
2022
Q2
$237K Buy
2022
Q1
Sell
2021
Q4
$256K Buy