IPA
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Investment Planning Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Investment Planning Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-69,100
Closed -$4.5M – 71
2024
Q4 		$4.5M Sell
69,100
-12,184
-15% -$793K 1.96% 16
2024
Q3 		$4.88M Hold
81,284
– – 2.49% 16
2024
Q2 		$4.88M Buy
+81,284
New +$4.88M 2.49% 16