Enzi Wealth’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 | $10.5M | Buy |
161,238
+573
| +0.4% | +$37.5K | 3.86% | 10 |
|
|
2025
Q1 | $9.29M | Buy |
160,665
+7,944
| +5% | +$459K | 3.76% | 10 |
|
|
2024
Q4 | $10.3M | Buy |
152,721
+1,919
| +1% | +$130K | 3.94% | 9 |
|
|
2024
Q3 | $9.87M | Buy |
150,802
+4,634
| +3% | +$303K | 3.86% | 10 |
|
|
2024
Q2 | $8.67M | Buy |
146,168
+3,208
| +2% | +$190K | 3.82% | 9 |
|
|
2024
Q1 | $8.34M | Sell |
142,960
-837
| -0.6% | -$48.8K | 3.91% | 10 |
|
|
2023
Q4 | $8.32M | Buy |
143,797
+5,278
| +4% | +$305K | 4% | 8 |
|
|
2023
Q3 | $7.06M | Buy |
138,519
+16,670
| +14% | +$849K | 3.74% | 8 |
|
|
2023
Q2 | $6.86M | Buy |
121,849
+34,449
| +39% | +$1.94M | 3.49% | 9 |
|
|
2023
Q1 | $4.59M | Buy |
87,400
+58,848
| +206% | +$3.09M | 2.36% | 10 |
|
|
2022
Q4 | $1.56M | Buy |
28,552
+19,076
| +201% | +$1.04M | 0.74% | 26 |
|
|
2022
Q3 | $510K | Buy |
+9,476
| New | +$510K | 0.25% | 42 |
|