CVA Family Office’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
3,792
-5,914
| -61% | -$377K | 0.03% | 260 |
|
|
2025
Q1 | $580K | Buy |
9,706
+17
| +0.2% | +$1.02K | 0.09% | 145 |
|
|
2024
Q4 | $631K | Buy |
9,689
+7,035
| +265% | +$458K | 0.1% | 127 |
|
|
2024
Q3 | $172K | Hold |
2,654
| – | – | 0.03% | 287 |
|
|
2024
Q2 | $159K | Hold |
2,654
| – | – | 0.03% | 276 |
|
|
2024
Q1 | $165K | Buy |
2,654
+2,636
| +14,644% | +$164K | 0.03% | 276 |
|
|
2023
Q4 | $1.07K | Buy |
+18
| New | +$1.07K | ﹤0.01% | 979 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$986 | – | 405 |
|
|
2023
Q2 | $986 | Buy |
+18
| New | +$986 | ﹤0.01% | 949 |
|