I
INVST’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.46M | Sell |
108,185
-160,348
| -60% | -$9.58M | 0.88% | 26 |
|
|
2024
Q4 | $17.5M | Buy |
268,533
+263,545
| +5,284% | +$17.2M | 2.12% | 16 |
|
|
2024
Q3 | $324K | Sell |
4,988
-717
| -13% | -$46.5K | 0.04% | 197 |
|
|
2024
Q2 | $340K | Sell |
5,705
-2,166
| -28% | -$129K | 0.04% | 203 |
|
|
2024
Q1 | $486K | Sell |
7,871
-13,815
| -64% | -$853K | 0.06% | 150 |
|
|
2023
Q4 | $1.25M | Buy |
+21,686
| New | +$1.25M | 0.16% | 84 |
|