Atlas Wealth’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
Q2 | $344K | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $532K | Hold |
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|
2022
Q4 | $516K | Buy |
|