LFG
Larson Financial Group’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 | $9.17M | Sell |
143,984
-35,981
| -20% | -$2.29M | 0.37% | 64 |
|
|
2025
Q1 | $10.8M | Sell |
179,965
-9,279
| -5% | -$554K | 0.51% | 46 |
|
|
2024
Q4 | $12.3M | Sell |
189,244
-15,084
| -7% | -$982K | 0.64% | 32 |
|
|
2024
Q3 | $13.3M | Sell |
204,328
-11,194
| -5% | -$726K | 0.75% | 28 |
|
|
2024
Q2 | $12.9M | Sell |
215,522
-14,605
| -6% | -$877K | 0.88% | 28 |
|
|
2024
Q1 | $14.3M | Sell |
230,127
-16,544
| -7% | -$1.03M | 1.11% | 22 |
|
|
2023
Q4 | $14.7M | Buy |
246,671
+8,577
| +4% | +$511K | 1.28% | 20 |
|
|
2023
Q3 | $12.5M | Buy |
238,094
+23,652
| +11% | +$1.24M | 1.23% | 23 |
|
|
2023
Q2 | $11.8M | Buy |
214,442
+35,723
| +20% | +$1.96M | 1.17% | 23 |
|
|
2023
Q1 | $9.42M | Buy |
178,719
+25,979
| +17% | +$1.37M | 1.02% | 25 |
|
|
2022
Q4 | $7.81M | Sell |
152,740
-1,992
| -1% | -$102K | 0.94% | 26 |
|
|
2022
Q3 | $7.2M | Buy |
154,732
+10,079
| +7% | +$469K | 1.02% | 22 |
|
|
2022
Q2 | $6.94M | Buy |
144,653
+32,142
| +29% | +$1.54M | 1.2% | 22 |
|
|
2022
Q1 | $6.31M | Buy |
112,511
+3,149
| +3% | +$177K | 1.01% | 23 |
|
|
2021
Q4 | $6.56M | Buy |
109,362
+10,780
| +11% | +$647K | 1.04% | 23 |
|
|
2021
Q3 | $5.67M | Buy |
98,582
+9,877
| +11% | +$568K | 1.12% | 25 |
|
|
2021
Q2 | $5.18M | Buy |
+88,705
| New | +$5.18M | 1.2% | 23 |
|