HM Payson & Co’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 | $743K | Sell |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $2.08M | Hold |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $80.9K | Hold |
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|
2023
Q2 | $84.5K | Sell |
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|
2023
Q1 | $90.3K | Hold |
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|
2022
Q4 | $87.6K | Sell |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $184K | Sell |
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|
2021
Q3 | $375K | Buy |
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