Focus Partners Wealth’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 | $196M | Buy |
3,068,777
+390,130
| +15% | +$24.9M | 0.42% | 47 |
|
|
2025
Q1 | $160M | Sell |
2,678,647
-33,413
| -1% | -$2M | 0.4% | 52 |
|
|
2024
Q4 | $177M | Sell |
2,712,060
-21,346
| -0.8% | -$1.39M | 0.46% | 42 |
|
|
2024
Q3 | $177M | Buy |
2,733,406
+2,728,998
| +61,910% | +$177M | 0.56% | 34 |
|
|
2024
Q2 | $265K | Hold |
4,408
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q1 | $275K | Buy |
4,408
+544
| +14% | +$33.9K | ﹤0.01% | 860 |
|
|
2023
Q4 | $230K | Buy |
+3,864
| New | +$230K | ﹤0.01% | 728 |
|