Continuum Wealth 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
2024
Q3
Sell
2024
Q2
$225K Sell
2024
Q1
$7.64M Buy
2023
Q4
$6.18M Buy
2023
Q3
$5.37M Buy
2023
Q2
$5.54M Sell
2023
Q1
$6.99M Buy
2022
Q4
$4.98M Buy