Level Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$72.3K Sell
2023
Q3
$76.1K Hold
2023
Q2
$79.5K Buy
2023
Q1
$61.9K Hold
2022
Q4
$60K Sell
2022
Q3
$65K Sell
2022
Q2
$79K Buy
2022
Q1
Sell
2021
Q4
$98K Buy