GA
Goldstein Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Sell |
3,282
-180
| -5% | -$11.5K | 0.03% | 180 |
|
2025
Q1 | $207K | Sell |
3,462
-424
| -11% | -$25.3K | 0.03% | 179 |
|
2024
Q4 | $253K | Sell |
3,886
-172
| -4% | -$11.2K | 0.04% | 152 |
|
2024
Q3 | $263K | Hold |
4,058
| – | – | 0.04% | 145 |
|
2024
Q2 | $244K | Hold |
4,058
| – | – | 0.04% | 139 |
|
2024
Q1 | $253K | Hold |
4,058
| – | – | 0.04% | 133 |
|
2023
Q4 | $242K | Hold |
4,058
| – | – | 0.04% | 158 |
|
2023
Q3 | $213K | Hold |
4,058
| – | – | 0.04% | 136 |
|
2023
Q2 | $222K | Hold |
4,058
| – | – | 0.05% | 133 |
|
2023
Q1 | $214K | Hold |
4,058
| – | – | 0.05% | 131 |
|
2022
Q4 | $208K | Buy |
+4,058
| New | +$208K | 0.05% | 132 |
|