Congress Wealth Management’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 | $624K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $2.26M | Buy |
|