ML&R 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
2024
Q1
$43.9M Sell
2023
Q4
$44.8M Buy
2023
Q3
$38M Buy
2023
Q2
$38.9M Buy
2023
Q1
$37.1M Buy
2022
Q4
$34.1M Buy
2022
Q3
$28.6M Buy
2022
Q2
$27.7M Sell
2022
Q1
$35.1M Buy
2021
Q4
$37.2M Buy