Ironwood Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Hold |
34,757
| – | – | 0.45% | 51 |
|
|
2025
Q1 | $2.08M | Sell |
34,757
-160
| -0.5% | -$9.56K | 0.45% | 51 |
|
|
2024
Q4 | $2.27M | Hold |
34,917
| – | – | 0.48% | 47 |
|
|
2024
Q3 | $2.26M | Sell |
34,917
-1,565
| -4% | -$102K | 0.48% | 47 |
|
|
2024
Q2 | $2.19M | Hold |
36,482
| – | – | 0.49% | 45 |
|
|
2024
Q1 | $2.27M | Sell |
36,482
-10,179
| -22% | -$635K | 0.52% | 44 |
|
|
2023
Q4 | $2.78M | Sell |
46,661
-7,937
| -15% | -$473K | 0.67% | 31 |
|
|
2023
Q3 | $2.87M | Sell |
54,598
-130
| -0.2% | -$6.82K | 0.77% | 30 |
|
|
2023
Q2 | $3M | Hold |
54,728
| – | – | 0.79% | 30 |
|
|
2023
Q1 | $2.88M | Sell |
54,728
-5,046
| -8% | -$266K | 0.8% | 28 |
|
|
2022
Q4 | $3.06M | Hold |
59,774
| – | – | 0.95% | 24 |
|
|
2022
Q3 | $2.78M | Hold |
59,774
| – | – | 0.92% | 26 |
|
|
2022
Q2 | $2.87M | Buy |
+59,774
| New | +$2.87M | 0.92% | 26 |
|
|
2022
Q1 | – | Sell |
-59,924
| Closed | -$3.6M | – | 126 |
|
|
2021
Q4 | $3.6M | Buy |
59,924
+866
| +1% | +$52K | 0.98% | 26 |
|
|
2021
Q3 | $3.4M | Buy |
59,058
+529
| +0.9% | +$30.4K | 0.99% | 26 |
|
|
2021
Q2 | $3.42M | Buy |
+58,529
| New | +$3.42M | 1.03% | 24 |
|