Hemington 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 | $1.88M | Hold |
29,511
| – | – | 0.27% | 33 |
|
|
2025
Q1 | $1.76M | Hold |
29,511
| – | – | 0.27% | 34 |
|
|
2024
Q4 | $1.92M | Hold |
29,511
| – | – | 0.48% | 32 |
|
|
2024
Q3 | $1.89M | Sell |
29,511
-2,905
| -9% | -$186K | 0.51% | 32 |
|
|
2024
Q2 | $1.95M | Hold |
32,416
| – | – | 0.66% | 29 |
|
|
2024
Q1 | $2.02M | Hold |
32,416
| – | – | 0.73% | 26 |
|
|
2023
Q4 | $1.93M | Hold |
32,416
| – | – | 0.75% | 24 |
|
|
2023
Q3 | $1.7M | Hold |
32,416
| – | – | 0.81% | 21 |
|
|
2023
Q2 | $1.78M | Hold |
32,416
| – | – | 0.72% | 23 |
|
|
2023
Q1 | $1.71M | Hold |
32,416
| – | – | 0.69% | 21 |
|
|
2022
Q4 | $1.66M | Hold |
32,416
| – | – | 0.71% | 20 |
|
|
2022
Q3 | $1.51M | Hold |
32,416
| – | – | 0.66% | 23 |
|
|
2022
Q2 | $1.56M | Hold |
32,416
| – | – | 0.62% | 25 |
|
|
2022
Q1 | $1.82M | Buy |
+32,416
| New | +$1.82M | 0.61% | 27 |
|
|
2021
Q4 | – | Sell |
-8,588
| Closed | -$494K | – | 87 |
|
|
2021
Q3 | $494K | Buy |
+8,588
| New | +$494K | 0.18% | 57 |
|