Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $75.4K | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $426K | Buy |
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