Meritas Wealth Management’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 | $307K | Hold |
4,814
| – | – | 0.17% | 41 |
|
|
2025
Q1 | $288K | Hold |
4,814
| – | – | 0.17% | 41 |
|
|
2024
Q4 | $313K | Hold |
4,814
| – | – | 0.19% | 40 |
|
|
2024
Q3 | $312K | Hold |
4,814
| – | – | 0.19% | 39 |
|
|
2024
Q2 | $289K | Sell |
4,814
-40
| -0.8% | -$2.4K | 0.2% | 37 |
|
|
2024
Q1 | $303K | Hold |
4,854
| – | – | 0.21% | 36 |
|
|
2023
Q4 | $289K | Buy |
4,854
+241
| +5% | +$14.4K | 0.22% | 36 |
|
|
2023
Q3 | $242K | Hold |
4,613
| – | – | 0.19% | 37 |
|
|
2023
Q2 | $253K | Hold |
4,613
| – | – | 0.19% | 37 |
|
|
2023
Q1 | $243K | Hold |
4,613
| – | – | 0.19% | 36 |
|
|
2022
Q4 | $236K | Buy |
+4,613
| New | +$236K | 0.19% | 41 |
|