Market Street Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.7M | Sell |
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|
2025
Q2 | $22.3M | Sell |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $22.5M | Sell |
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|
2024
Q3 | $22.7M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $21.2M | Buy |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $8.94M | Sell |
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|
2023
Q2 | $9.84M | Sell |
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|
2023
Q1 | $9.84M | Sell |
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|
2022
Q4 | $13.6M | Sell |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $9.35M | Buy |
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|
2021
Q2 | $7.14M | Buy |
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