Meritas Wealth Management’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 | $330K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $236K | Buy |
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