Allegiance Financial Group Advisory Services’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
Q3 | $530K | Buy |
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|
2025
Q2 | $493K | Sell |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $392K | Buy |
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