LFA
Level Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,213
| Closed | -$72.3K | – | 122 |
|
|
2023
Q4 | $72.3K | Sell |
1,213
-237
| -16% | -$14.1K | 0.04% | 96 |
|
|
2023
Q3 | $76.1K | Hold |
1,450
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $79.5K | Buy |
1,450
+275
| +23% | +$15.1K | 0.04% | 89 |
|
|
2023
Q1 | $61.9K | Hold |
1,175
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $60K | Sell |
1,175
-212
| -15% | -$10.8K | 0.04% | 86 |
|
|
2022
Q3 | $65K | Sell |
1,387
-254
| -15% | -$11.9K | 0.05% | 83 |
|
|
2022
Q2 | $79K | Buy |
+1,641
| New | +$79K | 0.06% | 78 |
|
|
2022
Q1 | – | Sell |
-1,641
| Closed | -$98K | – | 243 |
|
|
2021
Q4 | $98K | Buy |
+1,641
| New | +$98K | 0.07% | 64 |
|