Forza Wealth Management’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 | $4.29M | Buy |
67,300
+5,743
| +9% | +$366K | 1.76% | 13 |
|
|
2025
Q1 | $3.68M | Buy |
61,557
+809
| +1% | +$48.3K | 1.65% | 14 |
|
|
2024
Q4 | $3.95M | Buy |
60,748
+12,103
| +25% | +$788K | 1.8% | 11 |
|
|
2024
Q3 | $3.16M | Buy |
48,645
+15,730
| +48% | +$1.02M | 1.44% | 17 |
|
|
2024
Q2 | $1.98M | Buy |
32,915
+5,695
| +21% | +$342K | 1.02% | 28 |
|
|
2024
Q1 | $1.7M | Buy |
+27,220
| New | +$1.7M | 0.88% | 32 |
|