Financial Synergies 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 | $18.7M | Buy |
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|
2025
Q2 | $17M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $603K | Buy |
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