Avior Wealth Management’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 | $588K | Sell |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $607K | Buy |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $934K | Buy |
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