Coppell Advisory Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-669
| Closed | -$43.5K | – | 687 |
|
|
2024
Q4 | $43.5K | Hold |
669
| – | – | 0.01% | 628 |
|
|
2024
Q3 | $43.3K | Hold |
669
| – | – | 0.01% | 597 |
|
|
2024
Q2 | $40.2K | Buy |
+669
| New | +$40.2K | 0.01% | 552 |
|
|
2023
Q4 | $14.9K | Buy |
+250
| New | +$14.9K | ﹤0.01% | 829 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$13.7K | – | 1277 |
|
|
2023
Q2 | $13.7K | Buy |
+250
| New | +$13.7K | ﹤0.01% | 624 |
|