Mosaic Family Wealth Partners’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 | $396K | Sell |
6,221
-6,349
| -51% | -$404K | 0.05% | 150 |
|
|
2025
Q1 | $751K | Buy |
12,570
+6,349
| +102% | +$379K | 0.11% | 97 |
|
|
2024
Q4 | $405K | Hold |
6,221
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $404K | Buy |
6,221
+551
| +10% | +$35.7K | 0.06% | 136 |
|
|
2024
Q2 | $341K | Sell |
5,670
-24
| -0.4% | -$1.44K | 0.05% | 141 |
|
|
2024
Q1 | $355K | Buy |
+5,694
| New | +$355K | 0.06% | 142 |
|