Lutz Financial Services’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
2026 Q1	$17M	Buy	238,821 +1,620	+0.7%	+$119K	1.14%	22
2025 Q4	$16.5M	Buy	237,201 +4,708	+2%	+$325K	1.12%	22
2025 Q3	$15.9M	Sell	232,493 -2,607	-1%	-$174K	1.15%	22
2025 Q2	$15M	Buy	235,100 +8,674	+4%	+$520K	1.16%	22
2025 Q1	$13.5M	Sell	226,426 -3,199	-1%	-$206K	1.11%	24
2024 Q4	$14.9M	Buy	229,625 +854	+0.4%	+$57.1K	1.21%	22
2024 Q3	$14.8M	Buy	228,771 +777	+0.3%	+$48.6K	1.2%	23
2024 Q2	$13.7M	Sell	227,994 -724	-0.3%	-$43.6K	1.19%	25
2024 Q1	$14.3M	Buy	228,718 +507	+0.2%	+$30K	1.25%	23
2023 Q4	$13.6M	Buy	228,211 +5,067	+2%	+$272K	1.28%	22
2023 Q3	$11.7M	Sell	223,144 -2,057	-0.9%	-$113K	1.28%	21
2023 Q2	$12.3M	Buy	225,201 +430	+0.2%	+$22.4K	1.33%	21
2023 Q1	$11.8M	Buy	224,771 +293	+0.1%	+$15.9K	1.35%	21
2022 Q4	$11.5M	Buy	224,478 +767	+0.3%	+$39.5K	1.41%	20
2022 Q3	$10.4M	Sell	223,711 -2,436	-1%	-$124K	1.42%	20
2022 Q2	$10.9M	Sell	226,147 -2,535	-1%	-$131K	1.44%	22
2022 Q1	$12.8M	Buy	228,682 +12,854	+6%	+$724K	1.58%	18
2021 Q4	$12.9M	Sell	215,828 -9,668	-4%	-$584K	1.59%	20
2021 Q3	$13M	Sell	225,496 -245	-0.1%	-$14.1K	1.68%	20
2021 Q2	$13.2M	Buy	+225,741	New	+$13.1M	1.76%	19