Angeles 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 | $6.1K | Hold |
96
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $5.72K | Hold |
96
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $6.23K | Hold |
96
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $6.21K | Sell |
96
-454
| -83% | -$29.4K | ﹤0.01% | 320 |
|
|
2024
Q2 | $33K | Sell |
550
-425
| -44% | -$25.5K | ﹤0.01% | 269 |
|
|
2024
Q1 | $60.8K | Sell |
975
-1,200
| -55% | -$74.8K | 0.01% | 250 |
|
|
2023
Q4 | $130K | Sell |
2,175
-4,125
| -65% | -$246K | 0.02% | 207 |
|
|
2023
Q3 | $331K | Hold |
6,300
| – | – | 0.05% | 119 |
|
|
2023
Q2 | $345K | Hold |
6,300
| – | – | 0.05% | 128 |
|
|
2023
Q1 | $332K | Buy |
6,300
+96
| +2% | +$5.06K | 0.05% | 126 |
|
|
2022
Q4 | $317K | Hold |
6,204
| – | – | 0.06% | 122 |
|
|
2022
Q3 | $289K | Hold |
6,204
| – | – | 0.06% | 124 |
|
|
2022
Q2 | $298K | Hold |
6,204
| – | – | 0.06% | 130 |
|
|
2022
Q1 | $348K | Buy |
+6,204
| New | +$348K | 0.07% | 121 |
|