HIA
HTG Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
43,144
+340
| +0.8% | +$21.7K | 1.02% | 22 |
|
|
2025
Q1 | $2.56M | Sell |
42,804
-435
| -1% | -$26K | 1.07% | 23 |
|
|
2024
Q4 | $2.81M | Sell |
43,239
-165
| -0.4% | -$10.7K | 1.29% | 21 |
|
|
2024
Q3 | $2.82M | Buy |
43,404
+1,891
| +5% | +$123K | 1.33% | 19 |
|
|
2024
Q2 | $2.49M | Buy |
41,513
+2,869
| +7% | +$172K | 1.34% | 19 |
|
|
2024
Q1 | $2.41M | Buy |
38,644
+5,963
| +18% | +$372K | 1.4% | 17 |
|
|
2023
Q4 | $1.95M | Buy |
32,681
+4,816
| +17% | +$287K | 1.27% | 18 |
|
|
2023
Q3 | $1.46M | Buy |
27,865
+1,207
| +5% | +$63.4K | 1.17% | 19 |
|
|
2023
Q2 | $1.46M | Buy |
26,658
+5,465
| +26% | +$299K | 1.21% | 20 |
|
|
2023
Q1 | $1.12M | Buy |
21,193
+1,791
| +9% | +$94.4K | 1.02% | 21 |
|
|
2022
Q4 | $992K | Buy |
+19,402
| New | +$992K | 1% | 22 |
|