Helen Stephens Group’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.17M | Sell |
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|
2025
Q2 | $2.97M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $855K | Buy |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $253K | Buy |
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