Caldwell Trust’s Dimensional US Small Cap ETF DFAS Stock Holding History

Caldwell Trust’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Hold	3,146
2025 Q1	$188K	Hold	3,146
2024 Q4	$205K	Buy	+3,146