Boyce & Associates Wealth Consulting’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 | $415K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $336K | Buy |
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