Envestnet Asset Management’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
Q2 | $157M | Buy |
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|
2025
Q1 | $146M | Buy |
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|
2024
Q4 | $152M | Sell |
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|
2024
Q3 | $161M | Buy |
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|
2024
Q2 | $142M | Sell |
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|
2024
Q1 | $149M | Buy |
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|
2023
Q4 | $139M | Buy |
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|
2023
Q3 | $118M | Sell |
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|
2023
Q2 | $126M | Sell |
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|
2023
Q1 | $127M | Buy |
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|
2022
Q4 | $113M | Buy |
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|
2022
Q3 | $98.1M | Sell |
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|
2022
Q2 | $103M | Buy |
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|
2022
Q1 | $118M | Buy |
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|
2021
Q4 | $122M | Buy |
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|
2021
Q3 | $115M | Buy |
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|
2021
Q2 | $86.5M | Buy |
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