Modera 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
Q2 | $34.9M | Sell |
|
|||||
|
2025
Q1 | $33.8M | Buy |
|
|||||
|
2024
Q4 | $36.6M | Buy |
|
|||||
|
2024
Q3 | $25.9M | Buy |
|
|||||
|
2024
Q2 | $23.8M | Buy |
|
|||||
|
2024
Q1 | $22.7M | Sell |
|
|||||
|
2023
Q4 | $21.8M | Sell |
|
|||||
|
2023
Q3 | $19.7M | Sell |
|
|||||
|
2023
Q2 | $20.7M | Buy |
|
|||||
|
2023
Q1 | $19.2M | Sell |
|
|||||
|
2022
Q4 | $25.4M | Buy |
|
|||||
|
2022
Q3 | $21.4M | Sell |
|
|||||
|
2022
Q2 | $25.5M | Sell |
|
|||||
|
2022
Q1 | $30.5M | Sell |
|
|||||
|
2021
Q4 | $33.3M | Buy |
|
|||||
|
2021
Q3 | $29.1M | Buy |
|
|||||
|
2021
Q2 | $24.7M | Buy |
|