OneDigital Investment Advisors’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 | $12.5M | Sell |
196,149
-68
| -0% | -$4.33K | 0.14% | 136 |
|
|
2025
Q1 | $11.7M | Sell |
196,217
-6,040
| -3% | -$361K | 0.14% | 138 |
|
|
2024
Q4 | $13.2M | Buy |
202,257
+14,503
| +8% | +$944K | 0.15% | 127 |
|
|
2024
Q3 | $12.2M | Buy |
187,754
+180,339
| +2,432% | +$11.7M | 0.14% | 131 |
|
|
2024
Q2 | $446K | Sell |
7,415
-429
| -5% | -$25.8K | 0.01% | 949 |
|
|
2024
Q1 | $489K | Buy |
7,844
+150
| +2% | +$9.35K | 0.01% | 749 |
|
|
2023
Q4 | $459K | Buy |
+7,694
| New | +$459K | 0.01% | 749 |
|