Gladstone Institutional Advisory’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 | $1.4M | Buy |
21,957
+1,310
| +6% | +$83.5K | 0.06% | 292 |
|
|
2025
Q1 | $1.23M | Sell |
20,647
-6,507
| -24% | -$389K | 0.06% | 295 |
|
|
2024
Q4 | $1.77M | Sell |
27,154
-6,950
| -20% | -$452K | 0.08% | 243 |
|
|
2024
Q3 | $2.21M | Sell |
34,104
-2,858
| -8% | -$185K | 0.11% | 209 |
|
|
2024
Q2 | $2.22M | Sell |
36,962
-13,851
| -27% | -$832K | 0.12% | 210 |
|
|
2024
Q1 | $3.17M | Buy |
50,813
+1,142
| +2% | +$71.2K | 0.17% | 157 |
|
|
2023
Q4 | $2.96M | Sell |
49,671
-5,474
| -10% | -$326K | 0.17% | 157 |
|
|
2023
Q3 | $2.89M | Buy |
55,145
+2,962
| +6% | +$155K | 0.19% | 140 |
|
|
2023
Q2 | $2.86M | Sell |
52,183
-4,153
| -7% | -$228K | 0.17% | 151 |
|
|
2023
Q1 | $2.97M | Buy |
56,336
+4,199
| +8% | +$221K | 0.19% | 150 |
|
|
2022
Q4 | $2.67M | Buy |
+52,137
| New | +$2.67M | 0.19% | 157 |
|