Andrews Lucia 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
Q3 | $6.2M | Sell |
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|
2025
Q2 | $5.8M | Sell |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $5.84M | Buy |
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|
2024
Q3 | $5.39M | Buy |
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|
2024
Q2 | $5.57M | Hold |
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|
2024
Q1 | $5.57M | Buy |
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|
2023
Q4 | $5.25M | Buy |
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|
2023
Q3 | $4.52M | Sell |
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|
2023
Q2 | $4.73M | Buy |
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|
2023
Q1 | $4.46M | Buy |
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|
2022
Q4 | $4.26M | Buy |
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|
2022
Q3 | $3.86M | Sell |
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|
2022
Q2 | $5.42M | Buy |
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|
2022
Q1 | $5.64M | Hold |
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|
2021
Q4 | $5.64M | Buy |
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