Olistico Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
16,734
-310
| -2% | -$19.8K | 0.59% | 37 |
|
|
2025
Q1 | $1.02M | Sell |
17,044
-369
| -2% | -$22K | 0.63% | 35 |
|
|
2024
Q4 | $1.13M | Buy |
17,413
+1
| +0% | +$65 | 0.66% | 32 |
|
|
2024
Q3 | $1.13M | Sell |
17,412
-954
| -5% | -$61.9K | 0.69% | 31 |
|
|
2024
Q2 | $1.1M | Sell |
18,366
-707
| -4% | -$42.5K | 0.7% | 30 |
|
|
2024
Q1 | $1.19M | Sell |
19,073
-1
| -0% | -$62 | 0.86% | 30 |
|
|
2023
Q4 | $1.14M | Sell |
19,074
-66
| -0.3% | -$3.94K | 0.89% | 29 |
|
|
2023
Q3 | $1M | Buy |
19,140
+42
| +0.2% | +$2.21K | 0.9% | 30 |
|
|
2023
Q2 | $1.05M | Buy |
19,098
+785
| +4% | +$43K | 0.9% | 31 |
|
|
2023
Q1 | $965K | Buy |
18,313
+54
| +0.3% | +$2.85K | 0.93% | 27 |
|
|
2022
Q4 | $934K | Buy |
+18,259
| New | +$934K | 1.01% | 24 |
|