Avidian Wealth Enterprises’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 | $1.77M | Sell |
27,720
-8,419
| -23% | -$536K | 0.07% | 142 |
|
|
2025
Q1 | $2.16M | Buy |
36,139
+339
| +0.9% | +$20.3K | 0.1% | 117 |
|
|
2024
Q4 | $2.33M | Buy |
35,800
+165
| +0.5% | +$10.7K | 0.1% | 110 |
|
|
2024
Q3 | $2.31M | Buy |
35,635
+745
| +2% | +$48.3K | 0.1% | 104 |
|
|
2024
Q2 | $2.1M | Buy |
34,890
+14,815
| +74% | +$890K | 0.09% | 106 |
|
|
2024
Q1 | $1.25M | Buy |
+20,075
| New | +$1.25M | 0.06% | 135 |
|