Curi Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Curi Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$904K	Hold
2023 Q3	$796K	Sell
2023 Q2	$980K	Buy
2023 Q1	$942K	Buy
2022 Q4	$914K	Buy
2022 Q3	$830K	Buy
2022 Q2	$857K	Buy
2022 Q1	$149K	Buy
2021 Q4	$160K	Buy