IFP Advisors’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
Q2 | $130K | Sell |
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|
2025
Q1 | $184K | Buy |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $89.7K | Buy |
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|
2024
Q2 | $82.9K | Buy |
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|
2024
Q1 | $84.7K | Buy |
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|
2023
Q4 | $67.2K | Buy |
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|
2023
Q3 | $52.3K | Sell |
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|
2023
Q2 | $58.3K | Sell |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $14K | Buy |
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