MFC
Morris Financial Concepts’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
34,124
+9,348
| +38% | +$596K | 0.86% | 21 |
|
|
2025
Q1 | $1.48M | Buy |
24,776
+3,111
| +14% | +$186K | 0.62% | 29 |
|
|
2024
Q4 | $1.41M | Buy |
21,665
+513
| +2% | +$33.4K | 0.6% | 26 |
|
|
2024
Q3 | $1.37M | Buy |
21,152
+1,952
| +10% | +$127K | 0.59% | 30 |
|
|
2024
Q2 | $1.15M | Buy |
19,200
+6,352
| +49% | +$382K | 0.55% | 34 |
|
|
2024
Q1 | $801K | Buy |
12,848
+7,244
| +129% | +$452K | 0.41% | 40 |
|
|
2023
Q4 | $334K | Buy |
5,604
+1,917
| +52% | +$114K | 0.19% | 67 |
|
|
2023
Q3 | $194K | Buy |
3,687
+221
| +6% | +$11.6K | 0.13% | 85 |
|
|
2023
Q2 | $190K | Buy |
3,466
+1,410
| +69% | +$77.3K | 0.12% | 87 |
|
|
2023
Q1 | $108K | Buy |
2,056
+797
| +63% | +$42K | 0.08% | 92 |
|
|
2022
Q4 | $64.4K | Buy |
+1,259
| New | +$64.4K | 0.05% | 94 |
|