IFP 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 | $130K | Sell |
2,034
-1,040
| -34% | -$66.3K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $184K | Buy |
3,074
+891
| +41% | +$53.2K | 0.01% | 1215 |
|
|
2024
Q4 | $142K | Buy |
2,183
+800
| +58% | +$52.1K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $89.7K | Buy |
1,383
+3
| +0.2% | +$195 | ﹤0.01% | 1456 |
|
|
2024
Q2 | $82.9K | Buy |
1,380
+22
| +2% | +$1.32K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $84.7K | Buy |
1,358
+231
| +20% | +$14.4K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $67.2K | Buy |
1,127
+130
| +13% | +$7.75K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $52.3K | Sell |
997
-66
| -6% | -$3.46K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $58.3K | Sell |
1,063
-1,950
| -65% | -$107K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $177K | Sell |
3,013
-2,871
| -49% | -$169K | 0.01% | 995 |
|
|
2022
Q4 | $346K | Sell |
5,884
-173
| -3% | -$10.2K | 0.01% | 1070 |
|
|
2022
Q3 | $358K | Buy |
6,057
+2,391
| +65% | +$141K | 0.01% | 1091 |
|
|
2022
Q2 | $214K | Hold |
3,666
| – | – | 0.01% | 1241 |
|
|
2022
Q1 | $214K | Buy |
3,666
+3,174
| +645% | +$185K | 0.01% | 1241 |
|
|
2021
Q4 | $29K | Buy |
492
+253
| +106% | +$14.9K | ﹤0.01% | 1746 |
|
|
2021
Q3 | $14K | Buy |
239
+1
| +0.4% | +$59 | ﹤0.01% | 2077 |
|
|
2021
Q2 | $14K | Buy |
+238
| New | +$14K | ﹤0.01% | 2069 |
|