Concord Wealth Partners’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
Q2 | $2.01M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $191K | Sell |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $101K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $88K | Buy |
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