EFA
Edge Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $359K | Buy |
+5,603
| New | +$359K | 0.19% | 86 |
|
2025
Q1 | – | Sell |
-16,657
| Closed | -$1.08M | – | 104 |
|
2024
Q4 | $1.08M | Buy |
16,657
+1,112
| +7% | +$72.4K | 0.97% | 37 |
|
2024
Q3 | $1.01M | Buy |
+15,545
| New | +$1.01M | 0.89% | 38 |
|
2024
Q1 | $472K | Buy |
+7,490
| New | +$472K | 0.42% | 67 |
|