Integrated Wealth Concepts’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 | $1.71M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.25M | Buy |
|
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $869K | Buy |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $710K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $747K | Buy |
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