Beacon Financial Advisory’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
Q3 | $437K | Sell |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $225K | Buy |
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