Clearstead 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 | $2.5M | Buy |
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|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $177K | Hold |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $173K | Buy |
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