Newton One Investments’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 | $158K | Buy |
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|
2025
Q2 | $147K | Buy |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $150K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $84.7K | Sell |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $120K | Buy |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q3 | $134K | Buy |
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|
2021
Q2 | $136K | Buy |
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