Avantax Planning Partners’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 | $325K | Hold |
5,104
| – | – | 0.01% | 340 |
|
|
2025
Q1 | $305K | Hold |
5,104
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $332K | Hold |
5,104
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $331K | Hold |
5,104
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $307K | Hold |
5,104
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $318K | Buy |
5,104
+1,313
| +35% | +$81.9K | 0.01% | 353 |
|
|
2023
Q4 | $226K | Buy |
+3,791
| New | +$226K | 0.01% | 341 |
|
|
2023
Q3 | – | Sell |
-3,791
| Closed | -$208K | – | 369 |
|
|
2023
Q2 | $208K | Buy |
+3,791
| New | +$208K | 0.01% | 353 |
|
|
2022
Q1 | – | Sell |
-3,791
| Closed | -$227K | – | 362 |
|
|
2021
Q4 | $227K | Hold |
3,791
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $218K | Hold |
3,791
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $221K | Buy |
+3,791
| New | +$221K | 0.01% | 298 |
|