Aveo Capital Partners’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 | – | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $1.33M | Hold |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $4.1M | Buy |
|