Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $481K | Hold |
8,067
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $423K | Buy |
8,067
+1,019
| +14% | +$53.5K | 0.05% | 110 |
|
|
2023
Q2 | $386K | Hold |
7,048
| – | – | 0.04% | 115 |
|
|
2023
Q1 | $371K | Hold |
7,048
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $361K | Hold |
7,048
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $328K | Hold |
7,048
| – | – | 0.08% | 101 |
|
|
2022
Q2 | $338K | Hold |
7,048
| – | – | 0.08% | 105 |
|
|
2022
Q1 | $395K | Hold |
7,048
| – | – | 0.09% | 96 |
|
|
2021
Q4 | $423K | Hold |
7,048
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $405K | Hold |
7,048
| – | – | 0.11% | 86 |
|
|
2021
Q2 | $412K | Buy |
+7,048
| New | +$412K | 0.12% | 86 |
|