Claris Advisors’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
Q3 | $6.66M | Hold |
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|
2025
Q2 | $6.66M | Sell |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $6.83M | Buy |
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|
2024
Q3 | $6.8M | Sell |
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|
2024
Q2 | $6.3M | Buy |
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $6.33M | Buy |
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|
2023
Q3 | $5.56M | Buy |
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|
2023
Q2 | $5.79M | Buy |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $5.33M | Sell |
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|
2022
Q3 | $4.97M | Buy |
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|
2022
Q2 | $4.91M | Buy |
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|
2022
Q1 | $5.72M | Sell |
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|
2021
Q4 | $6.14M | Buy |
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