Belpointe Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Hold |
3,436
| – | – | 0.01% | 851 |
|
2025
Q1 | $205K | Hold |
3,436
| – | – | 0.01% | 856 |
|
2024
Q4 | $221K | Hold |
3,436
| – | – | 0.01% | 778 |
|
2024
Q3 | $223K | Hold |
3,436
| – | – | 0.01% | 775 |
|
2024
Q2 | $206K | Buy |
+3,436
| New | +$206K | 0.01% | 720 |
|
2023
Q2 | – | Sell |
-605
| Closed | -$31.9K | – | 1226 |
|
2023
Q1 | $31.9K | Buy |
+605
| New | +$31.9K | ﹤0.01% | 2016 |
|