Foundations Investment Advisors’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 | $4.23M | Buy |
66,399
+15,279
| +30% | +$973K | 0.07% | 221 |
|
|
2025
Q1 | $3.05M | Buy |
51,120
+12,011
| +31% | +$718K | 0.06% | 245 |
|
|
2024
Q4 | $2.55M | Buy |
39,109
+5,735
| +17% | +$373K | 0.05% | 252 |
|
|
2024
Q3 | $2.16M | Buy |
33,374
+3,588
| +12% | +$233K | 0.05% | 260 |
|
|
2024
Q2 | $1.79M | Buy |
29,786
+7,452
| +33% | +$448K | 0.04% | 246 |
|
|
2024
Q1 | $1.39M | Buy |
22,334
+278
| +1% | +$17.3K | 0.04% | 273 |
|
|
2023
Q4 | $1.29M | Buy |
22,056
+6,923
| +46% | +$404K | 0.03% | 271 |
|
|
2023
Q3 | $794K | Buy |
15,133
+3,060
| +25% | +$161K | 0.02% | 308 |
|
|
2023
Q2 | $662K | Buy |
12,073
+5,796
| +92% | +$318K | 0.02% | 311 |
|
|
2023
Q1 | $331K | Buy |
+6,277
| New | +$331K | 0.01% | 376 |
|