Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Hold |
1,518
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $90.7K | Hold |
1,518
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $98.8K | Hold |
1,518
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $98.5K | Hold |
1,518
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $91.2K | Hold |
1,518
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $94.6K | Sell |
1,518
-82
| -5% | -$5.11K | 0.01% | 188 |
|
|
2023
Q4 | $95.4K | Sell |
1,600
-238
| -13% | -$14.2K | 0.02% | 173 |
|
|
2023
Q3 | $96.5K | Sell |
1,838
-330
| -15% | -$17.3K | 0.02% | 173 |
|
|
2023
Q2 | $119K | Buy |
2,168
+650
| +43% | +$35.6K | 0.02% | 157 |
|
|
2023
Q1 | $80K | Hold |
1,518
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $77.6K | Hold |
1,518
| – | – | 0.02% | 183 |
|
|
2022
Q3 | $71K | Hold |
1,518
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $73K | Hold |
1,518
| – | – | 0.02% | 183 |
|
|
2022
Q1 | $85K | Hold |
1,518
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $91K | Hold |
1,518
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $87K | Hold |
1,518
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $89K | Buy |
+1,518
| New | +$89K | 0.02% | 170 |
|