Global Retirement Partners’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
Q4
$804K Buy
11,544
+6,660
+136% +$459K 0.01% 734
2025
Q3
$334K Buy
4,884
+1,373
+39% +$91.6K 0.01% 935
2025
Q2
$224K Buy
+3,511
New +$210K 0.01% 1030
2024
Q4
$25.5K Buy
391
+101
+35% +$6.75K ﹤0.01% 1958
2024
Q3
$18.8K Buy
290
+158
+120% +$9.89K ﹤0.01% 2030
2024
Q2
$7.93K Buy
132
+18
+16% +$1.08K ﹤0.01% 2415
2024
Q1
$7.11K Hold
114
﹤0.01% 2263
2023
Q4
$6.51K Hold
114
﹤0.01% 2221
2023
Q3
$5.83K Hold
114
﹤0.01% 2139
2023
Q2
$6.25K Hold
114
﹤0.01% 2118
2023
Q1
$5.77K Hold
114
﹤0.01% 2117
2022
Q4
$5.83K Hold
114
﹤0.01% 1976
2022
Q3
$6K Hold
114
﹤0.01% 1853
2022
Q2
$5K Sell
114
-193
-63% -$10K ﹤0.01% 1873
2022
Q1
$15K Buy
+307
New +$17.3K ﹤0.01% 1456
2021
Q4
Sell
-307
Closed -$18K 570
2021
Q3
$18K Hold
307
﹤0.01% 1235
2021
Q2
$18K Buy
+307
New +$17.9K ﹤0.01% 1213

Other funds holding DFAS