Avantax Advisory Services’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 | $13.8M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $5.13M | Sell |
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|
2024
Q3 | $5.58M | Buy |
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|
2024
Q2 | $4.11M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $5.58M | Buy |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $569K | Buy |
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