MBM Wealth Consultants’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
Q2 | $386K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $433K | Hold |
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $390K | Buy |
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