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NewEdge Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

NewEdge Wealth’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,988
Closed -$238K – 975
2025
Q1 		$238K Sell
3,988
-393
-9% -$23.5K ﹤0.01% 839
2024
Q4 		$285K Buy
+4,381
New +$285K ﹤0.01% 780