Institute for Wealth Management’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 | $1.21M | Hold |
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|
2025
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $740K | Hold |
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|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $680K | Hold |
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|
2023
Q1 | $654K | Hold |
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|
2022
Q4 | $634K | Hold |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $595K | Hold |
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|
2022
Q1 | $695K | Hold |
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|
2021
Q4 | $744K | Hold |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $724K | Buy |
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