Atria Wealth Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,262
| Closed | -$1.95M | – | 1936 |
|
|
2024
Q1 | $1.95M | Sell |
31,262
-928
| -3% | -$57.9K | 0.02% | 648 |
|
|
2023
Q4 | $1.92M | Buy |
32,190
+2,719
| +9% | +$162K | 0.02% | 611 |
|
|
2023
Q3 | $1.55M | Buy |
29,471
+1,693
| +6% | +$88.9K | 0.02% | 640 |
|
|
2023
Q2 | $1.52M | Buy |
27,778
+6,351
| +30% | +$348K | 0.02% | 670 |
|
|
2023
Q1 | $1.13M | Buy |
21,427
+2,243
| +12% | +$118K | 0.02% | 746 |
|
|
2022
Q4 | $981K | Buy |
19,184
+2,721
| +17% | +$139K | 0.02% | 757 |
|
|
2022
Q3 | $766K | Buy |
16,463
+7,039
| +75% | +$328K | 0.01% | 822 |
|
|
2022
Q2 | $452K | Buy |
9,424
+1,603
| +20% | +$76.9K | 0.01% | 1001 |
|
|
2022
Q1 | $438K | Buy |
+7,821
| New | +$438K | 0.01% | 1140 |
|