Bannerman Wealth Management Group’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	$11M	Buy	171,936 +3,315	+2%	+$211K	8.41%	3
2025 Q1	$10.1M	Buy	168,621 +9,367	+6%	+$560K	8.23%	3
2024 Q4	$10.4M	Buy	+159,254	New	+$10.4M	8.57%	3