Envision Financial Planning’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 | $8.57M | Sell |
134,494
-11,656
| -8% | -$743K | 4.01% | 11 |
|
|
2025
Q1 | $8.73M | Buy |
146,150
+3,886
| +3% | +$232K | 4.45% | 11 |
|
|
2024
Q4 | $9.26M | Buy |
142,264
+749
| +0.5% | +$48.7K | 4.78% | 11 |
|
|
2024
Q3 | $9.18M | Buy |
141,515
+49,493
| +54% | +$3.21M | 4.83% | 11 |
|
|
2024
Q2 | $5.53M | Buy |
92,022
+6,052
| +7% | +$364K | 4.22% | 8 |
|
|
2024
Q1 | $5.36M | Buy |
85,970
+5,939
| +7% | +$370K | 4.33% | 8 |
|
|
2023
Q4 | $4.77M | Buy |
80,031
+4,582
| +6% | +$273K | 4.18% | 8 |
|
|
2023
Q3 | $3.96M | Buy |
+75,449
| New | +$3.96M | 3.92% | 9 |
|