Marshall & Sterling Wealth 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
$49.7K Buy
781
+1
+0.1% +$64 0.03% 163
2025
Q1
$46.6K Sell
780
-1
-0.1% -$60 0.03% 164
2024
Q4
$50.8K Buy
+781
New +$50.8K 0.04% 125