Gerber Kawasaki Wealth & Investment 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 | – | Sell |
-3,877
| Closed | -$232K | – | 318 |
|
|
2025
Q1 | $232K | Buy |
3,877
+161
| +4% | +$9.62K | 0.01% | 275 |
|
|
2024
Q4 | $242K | Buy |
3,716
+10
| +0.3% | +$651 | 0.01% | 254 |
|
|
2024
Q3 | $240K | Buy |
3,706
+4
| +0.1% | +$259 | 0.01% | 256 |
|
|
2024
Q2 | $222K | Hold |
3,702
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $231K | Hold |
3,702
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $221K | Buy |
+3,702
| New | +$221K | 0.01% | 242 |
|