Aegis Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.18M Hold
120,245
4.31% 3
2025
Q1
$7.18M Buy
120,245
+4,571
+4% +$273K 4.22% 3
2024
Q4
$7.53M Buy
+115,674
New +$7.53M 5.09% 3