CFP
Cascade Financial Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
56,656
-2,569
| -4% | -$164K | 0.43% | 47 |
|
|
2025
Q1 | $3.54M | Buy |
59,225
+2,385
| +4% | +$143K | 0.45% | 47 |
|
|
2024
Q4 | $3.7M | Buy |
56,840
+1,624
| +3% | +$106K | 0.48% | 45 |
|
|
2024
Q3 | $3.58M | Hold |
55,216
| – | – | 0.45% | 45 |
|
|
2024
Q2 | $3.32M | Sell |
55,216
-3,113
| -5% | -$187K | 0.44% | 44 |
|
|
2024
Q1 | $3.44M | Buy |
+58,329
| New | +$3.44M | 0.5% | 41 |
|