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 |
|