Mosaic Family Wealth Partners’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
$493K Buy
2025
Q2
$396K Sell
2025
Q1
$751K Buy
2024
Q4
$405K Hold
2024
Q3
$404K Buy
2024
Q2
$341K Sell
2024
Q1
$355K Buy