HCR Wealth Advisors’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
2022
Q1
Sell
-4,957
Closed -$297K 192
2021
Q4
$297K Buy
4,957
+451
+10% +$27K 0.05% 164
2021
Q3
$259K Buy
+4,506
New +$259K 0.04% 171