Alpha Financial Advisors’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 | $6.18M | Sell |
97,017
-4,736
| -5% | -$302K | 2.39% | 12 |
|
|
2025
Q1 | $6.08M | Sell |
101,753
-13,317
| -12% | -$796K | 2.7% | 10 |
|
|
2024
Q4 | $7.49M | Sell |
115,070
-4,183
| -4% | -$272K | 3.39% | 10 |
|
|
2024
Q3 | $7.73M | Sell |
119,253
-463
| -0.4% | -$30K | 3.42% | 10 |
|
|
2024
Q2 | $7.19M | Sell |
119,716
-3,362
| -3% | -$202K | 3.46% | 10 |
|
|
2024
Q1 | $7.67M | Sell |
123,078
-506
| -0.4% | -$31.5K | 3.62% | 10 |
|
|
2023
Q4 | $7.37M | Buy |
123,584
+1,458
| +1% | +$86.9K | 3.74% | 10 |
|
|
2023
Q3 | $6.41M | Sell |
122,126
-2,565
| -2% | -$135K | 4.06% | 9 |
|
|
2023
Q2 | $6.83M | Sell |
124,691
-11,283
| -8% | -$618K | 4.28% | 9 |
|
|
2023
Q1 | $7.17M | Sell |
135,974
-74,693
| -35% | -$3.94M | 4.97% | 9 |
|
|
2022
Q4 | $10.8M | Buy |
+210,667
| New | +$10.8M | 9.36% | 5 |
|