FFM
Forum Financial Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
146,038
-750
| -0.5% | -$47.8K | 0.14% | 36 |
|
|
2025
Q1 | $8.77M | Sell |
146,788
-2,298
| -2% | -$137K | 0.15% | 38 |
|
|
2024
Q4 | $9.7M | Buy |
149,086
+19,934
| +15% | +$1.3M | 0.16% | 36 |
|
|
2024
Q3 | $8.38M | Buy |
129,152
+102
| +0.1% | +$6.62K | 0.14% | 38 |
|
|
2024
Q2 | $7.75M | Sell |
129,050
-6,741
| -5% | -$405K | 0.14% | 38 |
|
|
2024
Q1 | $8.47M | Sell |
135,791
-254
| -0.2% | -$15.8K | 0.14% | 40 |
|
|
2023
Q4 | $8.11M | Sell |
136,045
-3,492
| -3% | -$208K | 0.15% | 35 |
|
|
2023
Q3 | $7.32M | Sell |
139,537
-2,693
| -2% | -$141K | 0.16% | 33 |
|
|
2023
Q2 | $7.79M | Sell |
142,230
-12,072
| -8% | -$662K | 0.17% | 29 |
|
|
2023
Q1 | $8.13M | Buy |
154,302
+237
| +0.2% | +$12.5K | 0.24% | 27 |
|
|
2022
Q4 | $7.88M | Buy |
154,065
+45,487
| +42% | +$2.33M | 0.26% | 24 |
|
|
2022
Q3 | $5.05M | Sell |
108,578
-1,587
| -1% | -$73.8K | 0.24% | 31 |
|
|
2022
Q2 | $5.29M | Sell |
110,165
-3,908
| -3% | -$188K | 0.27% | 24 |
|
|
2022
Q1 | $6.39M | Sell |
114,073
-758
| -0.7% | -$42.5K | 0.31% | 18 |
|
|
2021
Q4 | $6.89M | Buy |
+114,831
| New | +$6.89M | 0.35% | 16 |
|