Hill Investment Group Partners’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 | $272K | Hold |
4,269
| – | – | 0.04% | 44 |
|
|
2025
Q1 | $255K | Sell |
4,269
-62,670
| -94% | -$3.74M | 0.04% | 43 |
|
|
2024
Q4 | $4.36M | Sell |
66,939
-22,278
| -25% | -$1.45M | 0.58% | 21 |
|
|
2024
Q3 | $5.31M | Hold |
89,217
| – | – | 0.74% | 20 |
|
|
2024
Q2 | $5.76M | Buy |
89,217
+3,281
| +4% | +$212K | 0.78% | 20 |
|
|
2024
Q1 | $5.36M | Sell |
85,936
-732
| -0.8% | -$45.6K | 0.76% | 19 |
|
|
2023
Q4 | $5.17M | Sell |
86,668
-5,927
| -6% | -$353K | 0.76% | 18 |
|
|
2023
Q3 | $4.86M | Sell |
92,595
-40
| -0% | -$2.1K | 0.81% | 19 |
|
|
2023
Q2 | $5.08M | Sell |
92,635
-7,144
| -7% | -$391K | 0.91% | 18 |
|
|
2023
Q1 | $5.26M | Sell |
99,779
-491
| -0.5% | -$25.9K | 1.03% | 17 |
|
|
2022
Q4 | $5.13M | Sell |
100,270
-2,421
| -2% | -$124K | 1.24% | 16 |
|
|
2022
Q3 | $4.78M | Sell |
102,691
-1,533
| -1% | -$71.3K | 1.38% | 16 |
|
|
2022
Q2 | $5M | Sell |
104,224
-5,307
| -5% | -$255K | 1.4% | 15 |
|
|
2022
Q1 | $6.14M | Sell |
109,531
-115
| -0.1% | -$6.45K | 2.01% | 10 |
|
|
2021
Q4 | $6.58M | Sell |
109,646
-2,049
| -2% | -$123K | 3.84% | 5 |
|
|
2021
Q3 | $6.42M | Sell |
111,695
-1,202
| -1% | -$69.1K | 4.15% | 5 |
|
|
2021
Q2 | $6.59M | Buy |
+112,897
| New | +$6.59M | 5.45% | 4 |
|