Essex Financial Services’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 | $879K | Buy |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $270K | Buy |
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