Heartwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
5,302
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $317K | Hold |
5,302
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $345K | Hold |
5,302
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $344K | Hold |
5,302
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $319K | Hold |
5,302
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $331K | Hold |
5,302
| – | – | 0.04% | 112 |
|
|
2023
Q4 | $316K | Hold |
5,302
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $278K | Buy |
+5,302
| New | +$278K | 0.04% | 111 |
|