Measured Wealth Private Client Group’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 | $606K | Sell |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $644K | Sell |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $748K | Hold |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $692K | Sell |
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|
2023
Q1 | $674K | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $820K | Hold |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $811K | Buy |
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