HB Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

HB Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$366K	Hold
2025 Q2	$340K	Hold
2025 Q1	$319K	Sell
2024 Q4	$364K	Hold
2024 Q3	$363K	Hold
2024 Q2	$336K	Hold
2024 Q1	$349K	Hold
2023 Q4	$334K	Buy
2022 Q3	–	Sell
2022 Q2	$270K	Buy