Kingsview Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
22,672
-8,153
-26% -$519K 0.02% 492
2025
Q1
$1.84M Sell
30,825
-4,784
-13% -$286K 0.03% 407
2024
Q4
$2.32M Buy
35,609
+4,391
+14% +$286K 0.05% 356
2024
Q3
$2.02M Buy
31,218
+14,896
+91% +$966K 0.04% 372
2024
Q2
$981K Buy
16,322
+1,536
+10% +$92.3K 0.02% 512
2024
Q1
$922K Buy
14,786
+184
+1% +$11.5K 0.02% 518
2023
Q4
$871K Buy
+14,602
New +$871K 0.03% 504