KMT Wealth Management’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
$5.76M Hold
90,461
3.4% 4
2025
Q1
$5.41M Sell
90,461
-5,000
-5% -$299K 3.7% 4
2024
Q4
$6.21M Buy
+95,461
New +$6.21M 4.98% 4