Financial Symmetry’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 | $470K | Buy |
7,379
+874
| +13% | +$55.7K | 0.24% | 30 |
|
|
2025
Q1 | $389K | Buy |
6,505
+262
| +4% | +$15.7K | 0.24% | 29 |
|
|
2024
Q4 | $406K | Hold |
6,243
| – | – | 0.28% | 27 |
|
|
2024
Q3 | $405K | Buy |
6,243
+1,632
| +35% | +$106K | 0.28% | 27 |
|
|
2024
Q2 | $277K | Sell |
4,611
-263
| -5% | -$15.8K | 0.22% | 33 |
|
|
2024
Q1 | $304K | Buy |
4,874
+242
| +5% | +$15.1K | 0.27% | 29 |
|
|
2023
Q4 | $276K | Buy |
+4,632
| New | +$276K | 0.27% | 27 |
|