Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $317K | Buy |
|