Lido 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 | $668K | Buy |
10,483
+1,501
| +17% | +$95.6K | ﹤0.01% | 899 |
|
|
2025
Q1 | $537K | Buy |
8,982
+3,982
| +80% | +$238K | ﹤0.01% | 930 |
|
|
2024
Q4 | $325K | Buy |
5,000
+304
| +6% | +$19.8K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $305K | Hold |
4,696
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q2 | $282K | Sell |
4,696
-165
| -3% | -$9.91K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $303K | Buy |
4,861
+166
| +4% | +$10.3K | ﹤0.01% | 995 |
|
|
2023
Q4 | $280K | Sell |
4,695
-375
| -7% | -$22.4K | ﹤0.01% | 953 |
|
|
2023
Q3 | $266K | Hold |
5,070
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $278K | Hold |
5,070
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $267K | Sell |
5,070
-2,330
| -31% | -$123K | ﹤0.01% | 824 |
|
|
2022
Q4 | $379K | Buy |
+7,400
| New | +$379K | ﹤0.01% | 640 |
|