Joel Isaacson & Co’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 | $354K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $216K | Buy |
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