EverSource Wealth Advisors’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
Q3 | $3.84M | Sell |
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|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $4.3M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $971K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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