Marcum Wealth’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
Q1 | $406K | Buy |
6,803
+15
| +0.2% | +$896 | 0.04% | 222 |
|
|
2024
Q4 | $442K | Buy |
6,788
+19
| +0.3% | +$1.24K | 0.04% | 215 |
|
|
2024
Q3 | $439K | Buy |
6,769
+17
| +0.3% | +$1.1K | 0.04% | 221 |
|
|
2024
Q2 | $406K | Buy |
6,752
+19
| +0.3% | +$1.14K | 0.04% | 227 |
|
|
2024
Q1 | $420K | Buy |
6,733
+10
| +0.1% | +$623 | 0.04% | 220 |
|
|
2023
Q4 | $401K | Buy |
6,723
+19
| +0.3% | +$1.13K | 0.04% | 212 |
|
|
2023
Q3 | $352K | Buy |
6,704
+21
| +0.3% | +$1.1K | 0.04% | 215 |
|
|
2023
Q2 | $366K | Buy |
6,683
+20
| +0.3% | +$1.1K | 0.04% | 213 |
|
|
2023
Q1 | $351K | Buy |
6,663
+13
| +0.2% | +$685 | 0.04% | 223 |
|
|
2022
Q4 | $340K | Buy |
6,650
+23
| +0.3% | +$1.18K | 0.05% | 225 |
|
|
2022
Q3 | $308K | Buy |
6,627
+19
| +0.3% | +$883 | 0.05% | 234 |
|
|
2022
Q2 | $317K | Buy |
+6,608
| New | +$317K | 0.05% | 225 |
|