Lauer Wealth’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 | $2.52M | Buy |
39,160
+178
| +0.5% | +$11.5K | 2.08% | 10 |
|
2025
Q1 | $2.27M | Buy |
38,982
+5,059
| +15% | +$295K | 1.75% | 12 |
|
2024
Q4 | $2.21M | Buy |
33,923
+3,103
| +10% | +$202K | 1.48% | 13 |
|
2024
Q3 | $1.98M | Buy |
30,820
+5,415
| +21% | +$349K | 1.53% | 12 |
|
2024
Q2 | $1.57M | Buy |
+25,405
| New | +$1.57M | 1.24% | 13 |
|