My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,709
| Closed | -$283K | – | 94 |
|
|
2024
Q2 | $283K | Hold |
4,709
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $294K | Sell |
4,709
-270
| -5% | -$16.8K | 0.17% | 82 |
|
|
2023
Q4 | $297K | Buy |
+4,979
| New | +$297K | 0.19% | 79 |
|
|
2023
Q1 | – | Sell |
-108
| Closed | -$5.52K | – | 253 |
|
|
2022
Q4 | $5.52K | Buy |
+108
| New | +$5.52K | 0.01% | 355 |
|