EnRich Financial Partners’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 | $15.7M | Sell |
246,718
-1,865
| -0.8% | -$119K | 4.83% | 8 |
|
|
2025
Q1 | $14.9M | Sell |
248,583
-21,643
| -8% | -$1.29M | 4.99% | 8 |
|
|
2024
Q4 | $17.6M | Buy |
270,226
+835
| +0.3% | +$54.3K | 5.86% | 7 |
|
|
2024
Q3 | $17.5M | Buy |
269,391
+6,361
| +2% | +$413K | 5.84% | 8 |
|
|
2024
Q2 | $15.8M | Sell |
263,030
-580
| -0.2% | -$34.8K | 5.8% | 8 |
|
|
2024
Q1 | $16.4M | Sell |
263,610
-2,253
| -0.8% | -$140K | 6.16% | 7 |
|
|
2023
Q4 | $15.9M | Buy |
+265,863
| New | +$15.9M | 6.61% | 6 |
|