Kestra Advisory Services’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
Q3 | $8.12M | Sell |
|
|||||
|
2025
Q2 | $7.57M | Buy |
|
|||||
|
2025
Q1 | $6.65M | Buy |
|
|||||
|
2024
Q4 | $5.45M | Buy |
|
|||||
|
2024
Q3 | $4.66M | Buy |
|
|||||
|
2024
Q2 | $4.32M | Buy |
|
|||||
|
2024
Q1 | $4.26M | Buy |
|
|||||
|
2023
Q4 | $3.41M | Buy |
|
|||||
|
2023
Q3 | $2.92M | Buy |
|
|||||
|
2023
Q2 | $2.44M | Buy |
|
|||||
|
2023
Q1 | $1.74M | Sell |
|
|||||
|
2022
Q4 | $2.38M | Sell |
|
|||||
|
2022
Q3 | $2.96M | Buy |
|
|||||
|
2022
Q2 | $1.64M | Buy |
|
|||||
|
2022
Q1 | $1.72M | Buy |
|
|||||
|
2021
Q4 | $1.74M | Buy |
|
|||||
|
2021
Q3 | $1.64M | Sell |
|
|||||
|
2021
Q2 | $2.14M | Buy |
|