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Concurrent Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Concurrent Investment Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2M Buy
31,416
+15,035
+92% +$958K 0.04% 429
2025
Q1 		$979K Buy
16,381
+10,260
+168% +$613K 0.02% 548
2024
Q4 		$398K Buy
+6,121
New +$398K 0.01% 731