Beta Wealth Group’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 | $1.57M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $908K | Buy |
|
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $757K | Sell |
|
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $750K | Sell |
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|
2022
Q4 | $766K | Sell |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $923K | Buy |
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