Bartlett & Co 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 | – | Sell |
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|
2025
Q1 | $98.3K | Hold |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $107K | Hold |
|
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|
2024
Q2 | $98.8K | Hold |
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|
2024
Q1 | $103K | Hold |
|
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|
2023
Q4 | $99.3K | Hold |
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|
2023
Q3 | $86.3K | Hold |
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|
2023
Q2 | $90.1K | Hold |
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|
2023
Q1 | $86.7K | Hold |
|
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|
2022
Q4 | $84.1K | Hold |
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|
2022
Q3 | $76.5K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $92.2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $94.6K | Hold |
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|
2021
Q2 | $96.1K | Buy |
|