Forum Financial Management’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 | $10.5M | Buy |
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|
2025
Q2 | $9.3M | Sell |
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|
2025
Q1 | $8.77M | Sell |
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|
2024
Q4 | $9.7M | Buy |
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|
2024
Q3 | $8.38M | Buy |
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|
2024
Q2 | $7.75M | Sell |
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|
2024
Q1 | $8.47M | Sell |
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|
2023
Q4 | $8.11M | Sell |
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|
2023
Q3 | $7.32M | Sell |
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|
2023
Q2 | $7.79M | Sell |
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|
2023
Q1 | $8.13M | Buy |
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|
2022
Q4 | $7.88M | Buy |
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|
2022
Q3 | $5.05M | Sell |
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|
2022
Q2 | $5.29M | Sell |
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|
2022
Q1 | $6.39M | Sell |
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|
2021
Q4 | $6.89M | Buy |
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