Ellenbecker Investment Group’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 | $252K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $427K | Buy |
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