Elevate Wealth Advisory’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 | $1.79M | Sell |
28,169
-964
| -3% | -$61.4K | 1.28% | 20 |
|
|
2025
Q1 | $1.74M | Sell |
29,133
-128
| -0.4% | -$7.65K | 1.23% | 19 |
|
|
2024
Q4 | $1.9M | Sell |
29,261
-97
| -0.3% | -$6.31K | 1.43% | 19 |
|
|
2024
Q3 | $1.9M | Sell |
29,358
-143
| -0.5% | -$9.28K | 1.41% | 19 |
|
|
2024
Q2 | $1.77M | Sell |
29,501
-175
| -0.6% | -$10.5K | 1.44% | 18 |
|
|
2024
Q1 | $1.85M | Sell |
29,676
-385
| -1% | -$24K | 1.61% | 18 |
|
|
2023
Q4 | $1.79M | Buy |
+30,061
| New | +$1.79M | 1.64% | 17 |
|