Kelleher Financial Advisors’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 | $3.11M | Buy |
48,818
+1,160
| +2% | +$73.9K | 1.08% | 17 |
|
|
2025
Q1 | $2.85M | Sell |
47,658
-1,125
| -2% | -$67.2K | 1.13% | 16 |
|
|
2024
Q4 | $3.17M | Buy |
48,783
+498
| +1% | +$32.4K | 1.2% | 17 |
|
|
2024
Q3 | $3.13M | Buy |
48,285
+8,651
| +22% | +$561K | 1.19% | 17 |
|
|
2024
Q2 | $2.38M | Buy |
39,634
+12,865
| +48% | +$773K | 0.98% | 18 |
|
|
2024
Q1 | $1.67M | Buy |
+26,769
| New | +$1.67M | 0.69% | 21 |
|