KAS
KPP Advisory Services’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Buy |
100,271
+524
| +0.5% | +$33.4K | 1.05% | 23 |
|
|
2025
Q1 | $5.96M | Buy |
99,747
+12,144
| +14% | +$726K | 1.13% | 22 |
|
|
2024
Q4 | $5.7M | Buy |
87,603
+2,142
| +3% | +$139K | 1.34% | 20 |
|
|
2024
Q3 | $5.54M | Buy |
85,461
+5,528
| +7% | +$359K | 1.33% | 19 |
|
|
2024
Q2 | $4.8M | Buy |
79,933
+8,717
| +12% | +$524K | 1.28% | 19 |
|
|
2024
Q1 | $4.44M | Buy |
+71,216
| New | +$4.44M | 1.22% | 21 |
|
|
2023
Q4 | – | Sell |
-46,586
| Closed | -$2.45M | – | 139 |
|
|
2023
Q3 | $2.45M | Buy |
+46,586
| New | +$2.45M | 0.81% | 27 |
|