Oakwell Private Wealth Management’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 |
-3,353
| Closed | -$201K | – | 63 |
|
|
2024
Q2 | $201K | Hold |
3,353
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $209K | Buy |
+3,353
| New | +$209K | 0.06% | 62 |
|
|
2022
Q2 | – | Sell |
-3,601
| Closed | -$202K | – | 59 |
|
|
2022
Q1 | $202K | Hold |
3,601
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $216K | Sell |
3,601
-33
| -0.9% | -$1.98K | 0.11% | 59 |
|
|
2021
Q3 | $209K | Sell |
3,634
-1,587
| -30% | -$91.3K | 0.11% | 58 |
|
|
2021
Q2 | $305K | Buy |
+5,221
| New | +$305K | 0.2% | 50 |
|