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NewSquare Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

NewSquare Capital’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-792
Closed -$48K – 389
2021
Q4 		$48K Buy
+792
New +$47.8K 0.01% 206

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EAM
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MRWM
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NewSquare Capital's DFAS Position: Q1 2022 in Review

NewSquare Capital sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2022, closing a stake of 792 shares — an estimated $48K sold.

NewSquare Capital first reported a position in DFAS in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 318 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • NewSquare Capital reported no remaining Dimensional US Small Cap ETF position as of Q1 2022 after selling out during the quarter.
  • NewSquare Capital sold 792 Dimensional US Small Cap ETF shares in Q1 2022, an estimated $48K.
  • NewSquare Capital first reported a position in Dimensional US Small Cap ETF in Q4 2021 and held it in 1 quarter.
  • NewSquare Capital's Dimensional US Small Cap ETF position peaked at $48K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2022.

Based on NewSquare Capital's 13F filing for Q1 2022, filed 10 May 2022.