HB Wealth Management’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 | $340K | Hold |
5,344
| – | – | ﹤0.01% | 874 |
|
|
2025
Q1 | $319K | Sell |
5,344
-255
| -5% | -$15.2K | ﹤0.01% | 921 |
|
|
2024
Q4 | $364K | Hold |
5,599
| – | – | ﹤0.01% | 734 |
|
|
2024
Q3 | $363K | Hold |
5,599
| – | – | ﹤0.01% | 687 |
|
|
2024
Q2 | $336K | Hold |
5,599
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $349K | Hold |
5,599
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $334K | Buy |
+5,599
| New | +$334K | ﹤0.01% | 569 |
|
|
2022
Q3 | – | Sell |
-5,623
| Closed | -$270K | – | 585 |
|
|
2022
Q2 | $270K | Buy |
+5,623
| New | +$270K | 0.01% | 463 |
|