Geneos Wealth 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 | $83.2K | Sell |
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|
2025
Q2 | $90.2K | Sell |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $38.9K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $42K | Buy |
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