Cyndeo Wealth Partners’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	$333K	Buy	5,229 +109	+2%	+$6.95K	0.02%	367
2025 Q1	$306K	Sell	5,120 -512	-9%	-$30.6K	0.02%	364
2024 Q4	$367K	Buy	5,632 +17	+0.3%	+$1.11K	0.02%	343
2024 Q3	$364K	Buy	+5,615	New	+$364K	0.03%	341