Angeles 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 | $6.55K | Hold |
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|
2025
Q2 | $6.1K | Hold |
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|
2025
Q1 | $5.72K | Hold |
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|
2024
Q4 | $6.23K | Hold |
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|
2024
Q3 | $6.21K | Sell |
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|
2024
Q2 | $33K | Sell |
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|
2024
Q1 | $60.8K | Sell |
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|
2023
Q4 | $130K | Sell |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $345K | Hold |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $348K | Buy |
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