Investmark Advisory Group’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 | $4.37M | Sell |
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|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $4.93M | Buy |
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|
2024
Q4 | $5.07M | Buy |
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|
2024
Q3 | $4.89M | Buy |
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|
2024
Q2 | $4.52M | Buy |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.36M | Buy |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.5M | Buy |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.98M | Buy |
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