Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,129
| Closed | -$67.3K | – | 321 |
|
|
2023
Q4 | $67.3K | Hold |
1,129
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $59.3K | Hold |
1,129
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $61.9K | Hold |
1,129
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $59.5K | Buy |
1,129
+805
| +248% | +$42.4K | 0.01% | 219 |
|
|
2022
Q4 | $16.6K | Buy |
+324
| New | +$16.6K | ﹤0.01% | 380 |
|