Evoke Wealth’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 | $570K | Hold |
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|
2025
Q1 | $535K | Hold |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $116K | Hold |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $214K | Buy |
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