Mason & Associates (California)’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 | $2.91M | Buy |
45,692
+1,046
| +2% | +$66.6K | 0.67% | 31 |
|
2025
Q1 | $2.67M | Buy |
44,646
+1,204
| +3% | +$71.9K | 0.66% | 26 |
|
2024
Q4 | $2.83M | Buy |
43,442
+9,673
| +29% | +$630K | 0.67% | 25 |
|
2024
Q3 | $2.19M | Buy |
33,769
+21,162
| +168% | +$1.37M | 0.55% | 34 |
|
2024
Q2 | $757K | Buy |
12,607
+7,015
| +125% | +$421K | 0.2% | 50 |
|
2024
Q1 | $349K | Buy |
+5,592
| New | +$349K | 0.09% | 78 |
|