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
2026 Q1	$447K	Sell	6,285 -87	-1%	-$6.38K	0.34%	53
2025 Q4	$444K	Sell	6,372 -29	-0.5%	-$2K	0.37%	44
2025 Q3	$438K	Sell	6,401 -107	-2%	-$7.14K	0.36%	46
2025 Q2	$415K	Sell	6,508 -595	-8%	-$35.7K	0.38%	46
2025 Q1	$424K	Sell	7,103 -849	-11%	-$54.6K	0.42%	43
2024 Q4	$518K	Sell	7,952 -91	-1%	-$6.09K	0.52%	40
2024 Q3	$522K	Buy	8,043 +197	+3%	+$12.3K	0.54%	37
2024 Q2	$471K	Buy	7,846 +110	+1%	+$6.62K	0.55%	38
2024 Q1	$482K	Buy	7,736 +225	+3%	+$13.3K	0.62%	29
2023 Q4	$448K	Buy	7,511 +20	+0.3%	+$1.07K	0.65%	26
2023 Q3	$393K	Buy	7,491 +58	+0.8%	+$3.19K	0.66%	28
2023 Q2	$407K	Buy	7,433 +794	+12%	+$41.4K	0.68%	27
2023 Q1	$341K	Buy	6,639 +386	+6%	+$20.9K	0.61%	31
2022 Q4	$320K	Sell	6,253 -66	-1%	-$3.4K	0.61%	30
2022 Q3	$294K	Buy	6,319 +149	+2%	+$7.61K	0.61%	31
2022 Q2	$296K	Buy	6,170 +179	+3%	+$9.28K	0.54%	34
2022 Q1	$336K	Buy	+5,991	New	+$337K	0.5%	39