Berger Financial 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 | $2.03M | Buy |
31,839
+6,296
| +25% | +$401K | 0.13% | 130 |
|
|
2025
Q1 | $1.53M | Buy |
25,543
+3,625
| +17% | +$217K | 0.11% | 150 |
|
|
2024
Q4 | $1.43M | Buy |
21,918
+15,968
| +268% | +$1.04M | 0.1% | 151 |
|
|
2024
Q3 | $386K | Sell |
5,950
-73
| -1% | -$4.74K | 0.03% | 268 |
|
|
2024
Q2 | $362K | Buy |
6,023
+923
| +18% | +$55.5K | 0.03% | 252 |
|
|
2024
Q1 | $318K | Buy |
+5,100
| New | +$318K | 0.03% | 267 |
|