Divergent Planning’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
$22.1M Sell
341,545
-130,025
-28% -$8.41M 6.53% 6
2025
Q1
$28.7M Buy
471,570
+16,163
+4% +$984K 9.52% 5
2024
Q4
$29.2M Buy
455,407
+296,739
+187% +$19M 9.99% 5
2024
Q3
$10.2M Buy
158,668
+6,771
+4% +$436K 3.81% 9
2024
Q2
$9.08M Buy
151,897
+5,254
+4% +$314K 3.62% 9
2024
Q1
$9.05M Buy
+146,643
New +$9.05M 3.82% 9