Cypress Wealth Services’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 | $2.02M | Sell |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.36M | Buy |
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