Cornerstone Advisory’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
Q3 | $318K | Hold |
|
|||||
|
2025
Q2 | $296K | Hold |
|
|||||
|
2025
Q1 | $274K | Hold |
|
|||||
|
2024
Q4 | $310K | Hold |
|
|||||
|
2024
Q3 | $302K | Hold |
|
|||||
|
2024
Q2 | $279K | Hold |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $247K | Hold |
|
|||||
|
2023
Q3 | $217K | Hold |
|
|||||
|
2023
Q2 | $227K | Hold |
|
|||||
|
2023
Q1 | $218K | Hold |
|
|||||
|
2022
Q4 | $212K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $232K | Hold |
|
|||||
|
2021
Q4 | $248K | Sell |
|
|||||
|
2021
Q3 | $485K | Hold |
|
|||||
|
2021
Q2 | $492K | Buy |
|