Lauterbach Financial Advisors’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 | $1.46M | Buy |
22,916
+118
| +0.5% | +$7.52K | 0.8% | 20 |
|
|
2025
Q1 | $1.36M | Buy |
22,798
+8
| +0% | +$478 | 0.85% | 18 |
|
|
2024
Q4 | $1.48M | Sell |
22,790
-294
| -1% | -$19.1K | 0.9% | 18 |
|
|
2024
Q3 | $1.5M | Sell |
23,084
-685
| -3% | -$44.4K | 0.91% | 17 |
|
|
2024
Q2 | $1.45M | Sell |
23,769
-9
| -0% | -$551 | 0.96% | 17 |
|
|
2024
Q1 | $1.48M | Sell |
23,778
-7,000
| -23% | -$436K | 0.97% | 17 |
|
|
2023
Q4 | $1.83M | Sell |
30,778
-21
| -0.1% | -$1.25K | 1.28% | 11 |
|
|
2023
Q3 | $1.62M | Sell |
30,799
-219
| -0.7% | -$11.5K | 1.27% | 12 |
|
|
2023
Q2 | $1.7M | Sell |
31,018
-88
| -0.3% | -$4.82K | 1.3% | 12 |
|
|
2023
Q1 | $1.64M | Sell |
31,106
-617
| -2% | -$32.5K | 1.32% | 13 |
|
|
2022
Q4 | $1.62M | Sell |
31,723
-217
| -0.7% | -$11.1K | 1.45% | 10 |
|
|
2022
Q3 | $1.49M | Sell |
31,940
-473
| -1% | -$22K | 1.51% | 9 |
|
|
2022
Q2 | $1.56M | Sell |
32,413
-160
| -0.5% | -$7.68K | 1.48% | 10 |
|
|
2022
Q1 | $1.83M | Sell |
32,573
-349
| -1% | -$19.6K | 1.66% | 8 |
|
|
2021
Q4 | $1.98M | Buy |
+32,922
| New | +$1.98M | 1.74% | 8 |
|