Grunden Financial 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 | $3.39M | Sell |
53,150
-3,724
| -7% | -$237K | 1.5% | 11 |
|
|
2025
Q1 | $3.4M | Buy |
56,874
+4,869
| +9% | +$291K | 1.65% | 11 |
|
|
2024
Q4 | $3.38M | Buy |
52,005
+224
| +0.4% | +$14.6K | 1.63% | 10 |
|
|
2024
Q3 | $3.36M | Sell |
51,781
-9
| -0% | -$584 | 1.65% | 10 |
|
|
2024
Q2 | $3.11M | Buy |
51,790
+30
| +0.1% | +$1.8K | 1.62% | 10 |
|
|
2024
Q1 | $3.23M | Sell |
51,760
-1,890
| -4% | -$118K | 1.72% | 10 |
|
|
2023
Q4 | $3.2M | Buy |
+53,650
| New | +$3.2M | 1.8% | 10 |
|