CarsonAllaria Wealth Management’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 | $7.84M | Buy |
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|
2025
Q1 | $6.87M | Sell |
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|
2024
Q4 | $7.52M | Buy |
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|
2024
Q3 | $7.35M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $6.87M | Buy |
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|
2023
Q4 | $6.56M | Buy |
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|
2023
Q3 | $5.6M | Buy |
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|
2023
Q2 | $5.78M | Buy |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $5.16M | Buy |
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|
2022
Q3 | $4.46M | Buy |
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|
2022
Q2 | $3.96M | Sell |
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|
2022
Q1 | $5.08M | Buy |
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|
2021
Q4 | $4.7M | Buy |
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