CIBC Private Wealth Group’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 | $153K | Sell |
2,409
-728
| -23% | -$46.4K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $164K | Sell |
3,137
-2,152
| -41% | -$113K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $345K | Sell |
5,289
-1,081
| -17% | -$70.6K | ﹤0.01% | 975 |
|
|
2024
Q3 | $413K | Buy |
6,370
+2,581
| +68% | +$167K | ﹤0.01% | 930 |
|
|
2024
Q2 | $226K | Hold |
3,789
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q1 | $234K | Buy |
+3,789
| New | +$234K | ﹤0.01% | 1060 |
|