JFS Wealth Advisors’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
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.88M | Buy |
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