Arbor Wealth 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 | $304K | Hold |
4,765
| – | – | 0.25% | 46 |
|
2025
Q1 | $285K | Hold |
4,765
| – | – | 0.25% | 45 |
|
2024
Q4 | $310K | Hold |
4,765
| – | – | 0.28% | 45 |
|
2024
Q3 | $309K | Hold |
4,765
| – | – | 0.28% | 40 |
|
2024
Q2 | $286K | Hold |
4,765
| – | – | 0.28% | 41 |
|
2024
Q1 | $297K | Hold |
4,765
| – | – | 0.28% | 40 |
|
2023
Q4 | $284K | Buy |
+4,765
| New | +$284K | 0.29% | 39 |
|