Frontier Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,891
| Closed | -$210K | – | 403 |
|
|
2022
Q1 | $210K | Buy |
3,891
+5
| +0.1% | +$270 | ﹤0.01% | 368 |
|
|
2021
Q4 | $233K | Buy |
3,886
+100
| +3% | +$6K | 0.02% | 367 |
|
|
2021
Q3 | $218K | Buy |
3,786
+8
| +0.2% | +$461 | 0.02% | 386 |
|
|
2021
Q2 | $221K | Buy |
+3,778
| New | +$221K | 0.02% | 390 |
|